+272.1%
C vs MKSI
+191.6%
+80.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.5% |
| 7D | +2.6% | +6.6% | -4.1% | +0.9% |
| 30D | +1.9% | -8.2% | +10.1% | +3.9% |
| 3M | +2.8% | -16.4% | +19.2% | +5.2% |
| 6M | +30.6% | +23.0% | +7.6% | +19.5% |
| YTD | +19.9% | +68.2% | -48.3% | +0.2% |
| 1Y | +44.6% | +148.6% | -104.0% | +6.8% |
| All | +272.1% | +191.6% | +80.5% | +135.8% |
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