+96.2%
SMH vs MKSI
+162.5%
-66.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.3% | -1.7% | +0.4% |
| 7D | +2.5% | +1.8% | +0.7% | +1.6% |
| 30D | -0.5% | -16.8% | +16.3% | +8.8% |
| 3M | -9.6% | -21.1% | +11.5% | +1.0% |
| 6M | +42.1% | +10.8% | +31.2% | +35.5% |
| YTD | +57.4% | +63.3% | -5.9% | +27.6% |
| 1Y | +96.2% | +157.0% | -60.8% | +36.9% |
| All | +96.2% | +162.5% | -66.3% | +36.9% |
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