+1,726.2%
BE vs MKSI
+190.8%
+1,535.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +33.9% |
| 6M | +73.2% | +19.4% | +53.8% | +63.1% |
| YTD | +217.4% | +67.7% | +149.6% | +148.5% |
| 1Y | +309.8% | +131.4% | +178.4% | +177.4% |
| 3Y | +1,726.2% | +197.3% | +1,528.8% | +817.8% |
| All | +1,726.2% | +190.8% | +1,535.3% | +817.8% |
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