0.0%
MUB vs SMTC
+70.8%
-70.9%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -12.9% | +13.4% | +0.5% |
| 7D | +0.6% | -24.5% | +25.1% | +0.7% |
| 30D | +3.2% | -42.5% | +45.7% | +3.5% |
| 3M | -1.1% | -14.1% | +13.0% | -1.1% |
| 6M | -1.1% | +3.6% | -4.7% | -1.6% |
| YTD | -0.5% | +50.6% | -51.0% | -1.5% |
| 1Y | 0.0% | +72.2% | -72.3% | -1.1% |
| All | 0.0% | +70.8% | -70.9% | -1.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling