+157.0%
MKSI vs SPXU
-40.4%
+197.3%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.3% | +3.0% | +5.5% |
| 7D | +1.8% | -0.1% | +1.9% | +1.7% |
| 30D | -16.8% | +0.8% | -17.6% | -15.9% |
| 3M | -21.1% | -4.7% | -16.4% | -21.7% |
| 6M | +10.8% | -29.6% | +40.5% | -12.2% |
| YTD | +63.3% | -29.9% | +93.2% | +30.1% |
| 1Y | +157.0% | -39.1% | +196.1% | +83.4% |
| All | +157.0% | -40.4% | +197.3% | +83.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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