+1,272.2%
MUU vs SMTC
+180.5%
+1,091.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -4.1% | -1.2% | -1.5% |
| 7D | +24.7% | +11.0% | +13.6% | +14.6% |
| 30D | -35.1% | -28.5% | -6.6% | -7.8% |
| 3M | -44.3% | -14.2% | -30.0% | -35.7% |
| 6M | -44.4% | -18.0% | -26.4% | -25.4% |
| YTD | +244.9% | +55.5% | +189.4% | +183.1% |
| 1Y | +365.6% | +69.5% | +296.1% | +263.6% |
| All | +1,272.2% | +180.5% | +1,091.7% | +545.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling