+286.8%
SMH vs MUB
+8.2%
+278.6%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.7% |
| 7D | +4.3% | -0.7% | +5.0% | +5.2% |
| 30D | +0.9% | -2.0% | +2.8% | +3.2% |
| 3M | -2.8% | -2.5% | -0.3% | +0.1% |
| 6M | +45.6% | -2.3% | +48.0% | +49.6% |
| YTD | +59.5% | -1.3% | +60.8% | +62.8% |
| 1Y | +93.4% | +1.1% | +92.3% | +94.3% |
| All | +286.8% | +8.2% | +278.6% | +236.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling