+44.6%
SMCI vs MKSI
+190.8%
-146.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.1% | +5.2% | +5.7% |
| 7D | +1.3% | +2.7% | -1.4% | -0.7% |
| 30D | +6.6% | -12.8% | +19.4% | +17.7% |
| 3M | +25.4% | -22.5% | +47.9% | +46.9% |
| 6M | +26.1% | +19.4% | +6.7% | +7.3% |
| YTD | +37.0% | +67.7% | -30.7% | -13.7% |
| 1Y | -8.8% | +131.4% | -140.2% | -57.7% |
| 3Y | +44.6% | +197.3% | -152.7% | -41.6% |
| All | +44.6% | +190.8% | -146.2% | -41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 3y: compounded portfolio wealth divided by compounded MKSI 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…
3y analysis · Full analysis span regression · 6 months rolling