+2,396.1%
MUU vs SMTC
+309.4%
+2,086.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +5.1% | -6.2% | -5.7% |
| 7D | -8.2% | +13.1% | -21.3% | -18.7% |
| 30D | +10.2% | +19.5% | -9.3% | -8.6% |
| 3M | -26.5% | +2.2% | -28.8% | -24.0% |
| 6M | +227.2% | +94.9% | +132.3% | +102.9% |
| YTD | +527.4% | +127.0% | +400.5% | +256.4% |
| 1Y | +1,843.7% | +174.6% | +1,669.1% | +874.1% |
| All | +2,396.1% | +309.4% | +2,086.7% | +712.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling