-13.7%
SMCI vs MUU
+2,491.4%
-2,505.1%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.1% | +8.4% | +7.6% |
| 7D | +1.3% | -8.2% | +9.5% | +3.5% |
| 30D | +6.6% | +10.2% | -3.5% | +2.6% |
| 3M | +25.4% | -26.5% | +51.9% | +24.6% |
| 6M | +26.1% | +227.2% | -201.1% | -25.1% |
| YTD | +37.0% | +527.4% | -490.4% | -38.7% |
| 1Y | -8.8% | +1,843.7% | -1,852.4% | -75.6% |
| All | -13.7% | +2,491.4% | -2,505.1% | -83.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling