+2,981.5%
MUU vs SMTC
+154.8%
+2,826.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +9.2% | +2.4% | +1.3% |
| 7D | +17.4% | +12.7% | +4.6% | +3.0% |
| 30D | +24.0% | +22.0% | +2.0% | -6.4% |
| 3M | -23.9% | -12.7% | -11.2% | -4.6% |
| 6M | +284.4% | +64.8% | +219.7% | +161.7% |
| YTD | +583.7% | +100.7% | +483.0% | +287.2% |
| 1Y | +2,981.5% | +146.9% | +2,834.6% | +1,614.1% |
| All | +2,981.5% | +154.8% | +2,826.7% | +1,614.1% |
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