+43.4%
SMH vs MUU
+478.9%
-435.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -14.0% | +11.3% | 0.0% |
| 7D | -11.2% | -35.9% | +24.7% | -3.4% |
| 30D | -20.4% | -47.1% | +26.7% | -10.7% |
| 3M | -12.4% | -29.8% | +17.4% | -8.0% |
| 6M | -0.5% | +16.0% | -16.5% | -11.5% |
| YTD | +40.0% | +286.1% | -246.1% | -4.2% |
| 1Y | +43.4% | +504.3% | -460.9% | -11.4% |
| All | +43.4% | +478.9% | -435.5% | -11.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling