+18.1%
MCHP vs SMTC
+154.8%
-136.6%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +9.2% | -7.8% | -1.8% |
| 7D | +1.7% | +12.7% | -11.0% | -2.6% |
| 30D | -4.1% | +22.0% | -26.0% | -12.1% |
| 3M | -22.5% | -12.7% | -9.8% | -20.6% |
| 6M | +7.3% | +64.8% | -57.5% | -9.9% |
| YTD | +18.4% | +100.7% | -82.3% | -6.5% |
| 1Y | +18.1% | +146.9% | -128.8% | -8.3% |
| All | +18.1% | +154.8% | -136.6% | -8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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