+197.3%
MKSI vs SPXU
-79.9%
+277.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.4% | +4.5% | 0.0% |
| 7D | +2.7% | +2.5% | +0.2% | +4.9% |
| 30D | -12.8% | +4.2% | -17.0% | -9.5% |
| 3M | -22.5% | -9.3% | -13.3% | -26.2% |
| 6M | +19.4% | -30.7% | +50.1% | -5.5% |
| YTD | +67.7% | -28.1% | +95.9% | +39.2% |
| 1Y | +131.4% | -35.2% | +166.7% | +81.7% |
| 3Y | +197.3% | -79.9% | +277.3% | +33.0% |
| All | +197.3% | -79.9% | +277.3% | +33.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling