+502.3%
MKSI vs MLM
+209.3%
+293.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.3% |
| 7D | +4.9% | -1.3% | +6.2% | +5.7% |
| 30D | -11.0% | -9.1% | -1.9% | -5.9% |
| 3M | -17.1% | -9.0% | -8.1% | -13.6% |
| 6M | +16.4% | -17.0% | +33.5% | +28.4% |
| YTD | +64.3% | -19.0% | +83.2% | +82.9% |
| 1Y | +137.7% | -18.1% | +155.8% | +162.8% |
| 3Y | +189.1% | +16.7% | +172.4% | +161.3% |
| 5Y | +83.1% | +40.2% | +42.9% | +49.9% |
| All | +502.3% | +209.3% | +293.0% | +239.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded MLM 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling