+124.9%
SMH vs MUU
+2,491.4%
-2,366.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.6% | +1.7% |
| 7D | +0.3% | -8.2% | +8.5% | +2.0% |
| 30D | -2.8% | +10.2% | -13.0% | -5.5% |
| 3M | -6.7% | -26.5% | +19.8% | -7.0% |
| 6M | +41.8% | +227.2% | -185.5% | -5.7% |
| YTD | +57.9% | +527.4% | -469.6% | -12.9% |
| 1Y | +87.6% | +1,843.7% | -1,756.0% | -25.5% |
| All | +124.9% | +2,491.4% | -2,366.4% | -30.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling