+84.3%
MKSI vs SMTC
+122.8%
-38.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +5.1% | -3.0% | -0.3% |
| 7D | +2.7% | +13.1% | -10.4% | -3.4% |
| 30D | -12.8% | +19.5% | -32.3% | -20.8% |
| 3M | -22.5% | +2.2% | -24.8% | -24.8% |
| 6M | +19.4% | +94.9% | -75.5% | -16.4% |
| YTD | +67.7% | +127.0% | -59.2% | +8.9% |
| 1Y | +131.4% | +174.6% | -43.2% | +36.3% |
| 3Y | +197.3% | +615.9% | -418.6% | -13.2% |
| All | +84.3% | +122.8% | -38.5% | +20.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling