+42.7%
MKSI vs SMTC
+70.8%
-28.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -12.9% | +7.9% | +1.7% |
| 7D | -10.7% | -24.5% | +13.8% | +2.9% |
| 30D | -30.5% | -42.5% | +12.0% | -8.5% |
| 3M | -39.2% | -14.1% | -25.1% | -36.8% |
| 6M | -33.0% | +3.6% | -36.6% | -36.1% |
| YTD | +22.3% | +50.6% | -28.3% | -7.6% |
| 1Y | +42.7% | +72.2% | -29.6% | -2.3% |
| All | +42.7% | +70.8% | -28.2% | -2.3% |
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