+468.8%
MTSI vs SMTC
+333.2%
+135.5%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.1% | -1.5% | -3.3% |
| 7D | +10.0% | +11.0% | -1.0% | +3.9% |
| 30D | -20.3% | -28.5% | +8.2% | -4.0% |
| 3M | -24.4% | -14.2% | -10.2% | -18.1% |
| 6M | -39.2% | -18.0% | -21.2% | -33.0% |
| YTD | +35.5% | +55.5% | -20.0% | +4.2% |
| 1Y | +43.0% | +69.5% | -26.5% | +4.7% |
| 3Y | +196.3% | +699.7% | -503.4% | -32.6% |
| 5Y | +210.0% | +27.4% | +182.6% | +118.9% |
| All | +468.8% | +333.2% | +135.5% | +68.2% |
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