+19.4%
MKSI vs NVT
+49.7%
-30.3%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.6% | -2.6% | -2.6% |
| 7D | +2.7% | +4.1% | -1.4% | -1.6% |
| 30D | -12.8% | -5.1% | -7.7% | -8.2% |
| 3M | -22.5% | -1.2% | -21.3% | -21.2% |
| 6M | +19.4% | +46.6% | -27.2% | -16.3% |
| All | +19.4% | +49.7% | -30.3% | -16.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling