+43.4%
SMH vs MKSI
+40.1%
+3.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -5.0% | +2.2% | -0.1% |
| 7D | -11.2% | -10.7% | -0.5% | -5.6% |
| 30D | -20.4% | -30.5% | +10.0% | -3.7% |
| 3M | -12.4% | -39.2% | +26.8% | +12.9% |
| 6M | -0.5% | -33.0% | +32.5% | +22.1% |
| YTD | +40.0% | +22.3% | +17.7% | +31.7% |
| 1Y | +43.4% | +42.7% | +0.7% | +29.1% |
| All | +43.4% | +40.1% | +3.3% | +29.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling