+934.0%
BE vs MKSI
+196.1%
+737.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.3% | -1.7% | -2.4% |
| 7D | +9.7% | +4.9% | +4.9% | +6.5% |
| 30D | +22.4% | -11.0% | +33.4% | +32.5% |
| 3M | +10.4% | -17.1% | +27.4% | +27.9% |
| 6M | +67.9% | +16.4% | +51.4% | +56.9% |
| YTD | +197.5% | +64.3% | +133.2% | +123.9% |
| 1Y | +310.6% | +137.7% | +172.8% | +149.5% |
| 3Y | +1,657.2% | +189.1% | +1,468.1% | +740.6% |
| 5Y | +1,218.2% | +83.1% | +1,135.0% | +732.0% |
| All | +934.0% | +196.1% | +737.9% | +355.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling