+44.2%
EOG vs MKSI
+40.1%
+4.1%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -5.0% | -0.2% | -5.8% |
| 7D | -8.6% | -10.7% | +2.1% | -9.9% |
| 30D | +2.8% | -30.5% | +33.3% | -1.6% |
| 3M | +3.2% | -39.2% | +42.3% | -2.4% |
| 6M | +5.3% | -33.0% | +38.3% | +2.0% |
| YTD | +44.5% | +22.3% | +22.2% | +46.8% |
| 1Y | +44.2% | +42.7% | +1.5% | +48.4% |
| All | +44.2% | +40.1% | +4.1% | +48.4% |
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