+309.8%
BE vs MKSI
+142.7%
+167.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +2.1% | +4.6% | +4.6% |
| 7D | +9.0% | +2.7% | +6.4% | +6.5% |
| 30D | +16.3% | -12.8% | +29.1% | +32.7% |
| 3M | +10.8% | -22.5% | +33.3% | +43.4% |
| 6M | +73.2% | +19.4% | +53.8% | +47.9% |
| YTD | +217.4% | +67.7% | +149.6% | +87.3% |
| 1Y | +309.8% | +131.4% | +178.4% | +90.4% |
| All | +309.8% | +142.7% | +167.1% | +90.4% |
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 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