+106,206.6%
MU vs SMTC
+62,999.7%
+43,206.9%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +9.2% | -3.1% | +3.2% |
| 7D | +9.0% | +12.7% | -3.8% | +5.0% |
| 30D | +13.8% | +22.0% | -8.2% | +5.9% |
| 3M | +2.1% | -12.7% | +14.8% | +7.2% |
| 6M | +153.8% | +64.8% | +89.0% | +115.2% |
| YTD | +256.4% | +100.7% | +155.7% | +185.0% |
| 1Y | +719.8% | +146.9% | +572.9% | +512.9% |
| 3Y | +1,360.4% | +456.8% | +903.6% | +657.7% |
| 5Y | +1,312.4% | +89.2% | +1,223.2% | +885.4% |
| 10Y | +6,142.6% | +426.9% | +5,715.7% | +3,179.9% |
| All | +106,206.6% | +62,999.7% | +43,206.9% | +43,791.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling