+4,511.7%
SMCI vs MUB
+76.3%
+4,435.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | +9.7% | -0.3% | +10.0% | +9.9% |
| 30D | +29.3% | -1.5% | +30.9% | +30.9% |
| 3M | -8.5% | -1.9% | -6.5% | -7.0% |
| 6M | +28.6% | -1.7% | +30.3% | +30.9% |
| YTD | +37.5% | -0.8% | +38.3% | +39.2% |
| 1Y | +0.5% | +1.5% | -0.9% | +0.4% |
| 3Y | +43.4% | +8.8% | +34.7% | +38.2% |
| 5Y | +1,008.2% | +2.0% | +1,006.2% | +997.9% |
| 10Y | +1,776.0% | +18.0% | +1,758.1% | +1,723.7% |
| All | +4,511.7% | +76.3% | +4,435.4% | +4,414.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling