+921.6%
SMCI vs MUB
+0.7%
+920.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.7% | -3.2% | -2.2% |
| 7D | -1.3% | -1.2% | -0.1% | +1.8% |
| 30D | +18.3% | -2.8% | +21.1% | +26.8% |
| 3M | +27.7% | -3.1% | +30.8% | +37.9% |
| 6M | +17.6% | -2.9% | +20.4% | +28.1% |
| YTD | +27.7% | -2.0% | +29.7% | +37.1% |
| 1Y | -14.9% | 0.0% | -14.8% | -11.7% |
| 3Y | +33.2% | +7.4% | +25.8% | +25.1% |
| 5Y | +921.6% | +0.8% | +920.8% | +891.6% |
| All | +921.6% | +0.7% | +920.9% | +891.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling