-2.7%
SMCI vs MUB
+2.9%
-5.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | 0.0% | +4.5% | +4.3% |
| 7D | +6.8% | -0.9% | +7.6% | +14.6% |
| 30D | +30.6% | -1.4% | +32.0% | +47.3% |
| 3M | -15.6% | -2.2% | -13.4% | +2.7% |
| 6M | +21.3% | -1.9% | +23.1% | +41.9% |
| YTD | +35.3% | -0.8% | +36.0% | +56.2% |
| 1Y | -2.7% | +2.7% | -5.5% | +19.3% |
| All | -2.7% | +2.9% | -5.6% | +19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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