+514.9%
MKSI vs SMTC
+548.2%
-33.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +5.1% | -3.0% | -0.7% |
| 7D | +2.7% | +13.1% | -10.4% | -4.2% |
| 30D | -12.8% | +19.5% | -32.3% | -22.0% |
| 3M | -22.5% | +2.2% | -24.8% | -25.3% |
| 6M | +19.4% | +94.9% | -75.5% | -21.7% |
| YTD | +67.7% | +127.0% | -59.2% | +0.5% |
| 1Y | +131.4% | +174.6% | -43.2% | +23.2% |
| 3Y | +197.3% | +615.9% | -418.6% | -32.4% |
| 5Y | +87.0% | +125.6% | -38.6% | -12.6% |
| All | +514.9% | +548.2% | -33.3% | +57.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling