+21.7%
SMCI vs MUU
+379.5%
-357.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +5.5% | -8.8% | -4.7% |
| 7D | +5.2% | +15.0% | -9.8% | +1.3% |
| 30D | +23.7% | +36.8% | -13.1% | +13.6% |
| 3M | -4.2% | -8.5% | +4.3% | -9.6% |
| 6M | +21.7% | +320.7% | -299.0% | -22.4% |
| All | +21.7% | +379.5% | -357.8% | -22.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling