+260.8%
GE vs MKSI
+190.8%
+69.9%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.1% | -2.2% | -0.6% |
| 7D | -4.0% | +2.7% | -6.7% | -4.6% |
| 30D | -11.4% | -12.8% | +1.4% | -8.8% |
| 3M | -2.6% | -22.5% | +19.9% | +1.3% |
| 6M | -0.3% | +19.4% | -19.7% | -7.5% |
| YTD | +5.4% | +67.7% | -62.4% | -10.4% |
| 1Y | +15.5% | +131.4% | -115.9% | -10.2% |
| 3Y | +260.8% | +197.3% | +63.4% | +158.4% |
| All | +260.8% | +190.8% | +69.9% | +158.4% |
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 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