+44.6%
SMCI vs MUB
+7.9%
+36.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.4% | +6.8% | +5.7% |
| 7D | +1.3% | -0.8% | +2.1% | +4.4% |
| 30D | +6.6% | -2.4% | +9.0% | +16.2% |
| 3M | +25.4% | -2.8% | +28.3% | +38.9% |
| 6M | +26.1% | -2.2% | +28.4% | +39.5% |
| YTD | +37.0% | -1.6% | +38.6% | +49.3% |
| 1Y | -8.8% | 0.0% | -8.8% | -4.2% |
| 3Y | +44.6% | +7.9% | +36.7% | +24.4% |
| All | +44.6% | +7.9% | +36.7% | +24.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling