+847.8%
MU vs SMTC
+13.5%
+834.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +12.7% | -7.6% | -0.2% |
| 7D | -22.0% | -19.0% | -3.0% | -14.7% |
| 30D | -36.6% | -46.7% | +10.2% | -18.2% |
| 3M | -21.7% | -23.4% | +1.7% | -15.1% |
| 6M | +3.5% | -13.4% | +17.0% | +8.1% |
| YTD | +141.9% | +40.1% | +101.9% | +107.6% |
| 1Y | +189.8% | +47.7% | +142.2% | +144.1% |
| 3Y | +855.4% | +606.9% | +248.5% | +284.4% |
| All | +847.8% | +13.5% | +834.4% | +863.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded SMTC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling