+84.3%
MKSI vs GEN
+22.3%
+62.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.0% | +1.1% | +1.7% |
| 7D | +2.7% | -1.3% | +4.0% | +3.1% |
| 30D | -12.8% | +6.1% | -18.9% | -15.1% |
| 3M | -22.5% | +27.0% | -49.5% | -30.8% |
| 6M | +19.4% | +43.9% | -24.5% | -1.2% |
| YTD | +67.7% | +13.0% | +54.7% | +55.2% |
| 1Y | +131.4% | +4.0% | +127.4% | +123.3% |
| 3Y | +197.3% | +66.2% | +131.1% | +130.1% |
| All | +84.3% | +22.3% | +62.0% | +52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 5y: compounded portfolio wealth divided by compounded GEN 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…
5y analysis · Full analysis span regression · 6 months rolling