+550.0%
LNG vs MKSI
+524.1%
+25.9%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.1% | -1.9% | -0.2% |
| 7D | -4.7% | +2.7% | -7.4% | -5.1% |
| 30D | +3.8% | -12.8% | +16.6% | +5.9% |
| 3M | +16.2% | -22.5% | +38.7% | +19.0% |
| 6M | +11.7% | +19.4% | -7.7% | +4.3% |
| YTD | +44.2% | +67.7% | -23.5% | +24.8% |
| 1Y | +18.6% | +131.4% | -112.8% | -5.0% |
| 3Y | +77.4% | +197.3% | -119.9% | +25.8% |
| 5Y | +232.3% | +87.0% | +145.3% | +152.7% |
| All | +550.0% | +524.1% | +25.9% | +227.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling