+2,538.2%
MUU vs SMTC
+298.1%
+2,240.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +10.0% | -13.0% | -11.9% |
| 7D | +13.9% | +22.9% | -9.0% | -6.2% |
| 30D | +24.8% | +16.6% | +8.2% | +5.9% |
| 3M | -15.7% | +2.4% | -18.2% | -12.0% |
| 6M | +338.9% | +98.3% | +240.6% | +169.6% |
| YTD | +563.2% | +120.7% | +442.5% | +286.4% |
| 1Y | +2,577.5% | +168.3% | +2,409.2% | +1,270.6% |
| All | +2,538.2% | +298.1% | +2,240.1% | +780.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling