+157.0%
MKSI vs NVT
+73.8%
+83.2%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.6% | +1.7% | +1.9% |
| 7D | +1.8% | +5.1% | -3.3% | -2.8% |
| 30D | -16.8% | -3.7% | -13.1% | -13.8% |
| 3M | -21.1% | -10.1% | -11.0% | -12.5% |
| 6M | +10.8% | +37.5% | -26.6% | -13.0% |
| YTD | +63.3% | +53.7% | +9.6% | +15.7% |
| 1Y | +157.0% | +70.9% | +86.1% | +57.9% |
| All | +157.0% | +73.8% | +83.2% | +57.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 1y: compounded portfolio wealth divided by compounded NVT 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…
1y analysis · Full analysis span regression · 6 months rolling