+539.5%
MTSI vs SMTC
+493.3%
+46.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +10.0% | -7.8% | -3.2% |
| 7D | +4.9% | +22.9% | -18.1% | -6.6% |
| 30D | -11.6% | +16.6% | -28.2% | -19.4% |
| 3M | -24.1% | +2.4% | -26.5% | -26.2% |
| 6M | +32.4% | +98.3% | -65.8% | -11.1% |
| YTD | +60.4% | +120.7% | -60.2% | +1.4% |
| 1Y | +111.0% | +168.3% | -57.3% | +18.8% |
| 3Y | +246.1% | +571.7% | -325.6% | -13.2% |
| 5Y | +340.3% | +114.0% | +226.3% | +124.9% |
| 10Y | +539.5% | +497.0% | +42.5% | +49.4% |
| All | +539.5% | +493.3% | +46.2% | +49.4% |
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