-2.7%
SMCI vs MUU
+3,255.9%
-3,258.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +11.6% | -7.1% | +1.9% |
| 7D | +6.8% | +17.4% | -10.6% | +2.9% |
| 30D | +30.6% | +24.0% | +6.6% | +23.9% |
| 3M | -15.6% | -23.9% | +8.3% | -16.7% |
| 6M | +21.3% | +284.4% | -263.2% | -13.8% |
| YTD | +35.3% | +583.7% | -548.5% | -17.8% |
| 1Y | -2.7% | +2,981.5% | -2,984.2% | -59.6% |
| All | -2.7% | +3,255.9% | -3,258.6% | -59.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MUU.
Daily Out/Under-Performance
Portfolio return minus MUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUU 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 MUU 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