+2,575.4%
MCHP vs MKSI
+2,222.5%
+352.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.1% | +1.6% | +2.6% |
| 7D | 0.0% | +2.7% | -2.6% | -1.3% |
| 30D | -6.0% | -12.8% | +6.8% | +0.4% |
| 3M | -19.7% | -22.5% | +2.8% | -9.9% |
| 6M | +14.0% | +19.4% | -5.4% | +2.5% |
| YTD | +18.4% | +67.7% | -49.3% | -11.4% |
| 1Y | +17.1% | +131.4% | -114.3% | -26.6% |
| 3Y | +0.7% | +197.3% | -196.6% | -45.7% |
| 5Y | +5.1% | +87.0% | -81.9% | -30.1% |
| 10Y | +206.3% | +522.1% | -315.8% | +16.5% |
| All | +2,575.4% | +2,222.5% | +352.8% | +423.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling