+1,003.0%
BE vs MKSI
+202.3%
+800.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +2.1% | +4.6% | +5.3% |
| 7D | +9.0% | +2.7% | +6.4% | +7.3% |
| 30D | +16.3% | -12.8% | +29.1% | +27.4% |
| 3M | +10.8% | -22.5% | +33.3% | +34.3% |
| 6M | +73.2% | +19.4% | +53.8% | +59.3% |
| YTD | +217.4% | +67.7% | +149.6% | +135.7% |
| 1Y | +309.8% | +131.4% | +178.4% | +152.8% |
| 3Y | +1,726.2% | +197.3% | +1,528.8% | +757.8% |
| 5Y | +1,306.2% | +87.0% | +1,219.2% | +775.8% |
| All | +1,003.0% | +202.3% | +800.7% | +379.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling