+127.0%
SMH vs MUU
+2,639.0%
-2,512.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.0% | +4.2% | +1.8% |
| 7D | +5.2% | +13.9% | -8.7% | +2.2% |
| 30D | -1.5% | +24.8% | -26.3% | -6.8% |
| 3M | -4.1% | -15.7% | +11.7% | -7.4% |
| 6M | +50.8% | +338.9% | -288.1% | -6.1% |
| YTD | +59.3% | +563.2% | -503.8% | -13.1% |
| 1Y | +94.1% | +2,577.5% | -2,483.4% | -29.0% |
| All | +127.0% | +2,639.0% | -2,512.0% | -30.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling