+3,433.9%
SMH vs MUB
+76.3%
+3,357.6%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | +2.5% | -0.9% | +3.4% | +3.0% |
| 30D | -0.5% | -1.4% | +0.9% | +0.3% |
| 3M | -9.6% | -2.2% | -7.5% | -8.5% |
| 6M | +42.1% | -1.9% | +44.0% | +43.7% |
| YTD | +57.4% | -0.8% | +58.2% | +58.4% |
| 1Y | +96.2% | +2.7% | +93.5% | +93.9% |
| 3Y | +267.9% | +8.6% | +259.3% | +252.4% |
| 5Y | +327.7% | +2.0% | +325.6% | +319.8% |
| 10Y | +1,764.6% | +17.9% | +1,746.7% | +1,688.5% |
| All | +3,433.9% | +76.3% | +3,357.6% | +3,088.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling