+215.6%
SMH vs MUB
+9.9%
+205.7%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.6% | -2.7% |
| 7D | +4.9% | -1.3% | +6.2% | +6.0% |
| 30D | -13.8% | +2.2% | -16.0% | -15.7% |
| 3M | -17.4% | -1.6% | -15.8% | -15.7% |
| 6M | -15.0% | -1.3% | -13.7% | -13.4% |
| YTD | +35.2% | -0.7% | +35.8% | +37.2% |
| 1Y | +41.6% | -0.2% | +41.8% | +43.5% |
| 3Y | +215.6% | +9.6% | +206.0% | +184.1% |
| All | +215.6% | +9.9% | +205.7% | +184.1% |
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