+51.9%
DOW vs MKSI
+40.1%
+11.8%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -5.0% | +1.8% | -3.8% |
| 7D | -4.2% | -10.7% | +6.5% | -5.5% |
| 30D | +14.7% | -30.5% | +45.2% | +10.1% |
| 3M | +9.1% | -39.2% | +48.2% | +3.6% |
| 6M | -17.7% | -33.0% | +15.4% | -20.0% |
| YTD | +44.6% | +22.3% | +22.3% | +41.6% |
| 1Y | +51.9% | +42.7% | +9.2% | +51.7% |
| All | +51.9% | +40.1% | +11.8% | +51.7% |
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