+2,423.9%
MUU vs SMTC
+289.5%
+2,134.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.9% | -6.4% | -6.7% |
| 7D | +3.6% | +17.5% | -14.0% | -11.1% |
| 30D | +22.3% | +21.3% | +1.0% | +0.4% |
| 3M | -8.2% | +3.1% | -11.3% | -4.4% |
| 6M | +256.3% | +81.7% | +174.6% | +135.1% |
| YTD | +534.4% | +115.9% | +418.5% | +277.7% |
| 1Y | +2,163.5% | +157.8% | +2,005.7% | +1,098.9% |
| All | +2,423.9% | +289.5% | +2,134.3% | +760.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling