+1,145.9%
DELL vs MKSI
+84.1%
+1,061.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.1% | +9.9% | +11.0% |
| 7D | +8.2% | +2.7% | +5.5% | +7.0% |
| 30D | +17.1% | -12.8% | +29.9% | +25.1% |
| 3M | +45.2% | -22.5% | +67.7% | +61.1% |
| 6M | +286.8% | +19.4% | +267.4% | +247.7% |
| YTD | +354.8% | +67.7% | +287.1% | +242.4% |
| 1Y | +358.3% | +131.4% | +226.9% | +188.5% |
| 3Y | +724.9% | +197.3% | +527.6% | +345.3% |
| All | +1,145.9% | +84.1% | +1,061.8% | +684.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling