+199.5%
MCHP vs MKSI
+524.1%
-324.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.1% | +1.6% | +2.3% |
| 7D | 0.0% | +2.7% | -2.6% | -1.7% |
| 30D | -6.0% | -12.8% | +6.8% | +2.2% |
| 3M | -19.7% | -22.5% | +2.8% | -7.5% |
| 6M | +14.0% | +19.4% | -5.4% | -2.0% |
| YTD | +18.4% | +67.7% | -49.3% | -20.3% |
| 1Y | +17.1% | +131.4% | -114.3% | -38.1% |
| 3Y | +0.7% | +197.3% | -196.6% | -58.2% |
| 5Y | +5.1% | +87.0% | -81.9% | -42.7% |
| All | +199.5% | +524.1% | -324.6% | -25.3% |
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