+2,229.0%
MKSI vs TECH
+2,542.7%
-313.7%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.0% | +1.0% |
| 7D | +6.6% | -0.1% | +6.7% | +6.7% |
| 30D | -8.2% | +0.3% | -8.5% | -8.3% |
| 3M | -16.4% | +32.9% | -49.3% | -27.0% |
| 6M | +23.0% | +32.1% | -9.1% | +5.0% |
| YTD | +68.2% | +23.4% | +44.8% | +47.3% |
| 1Y | +148.6% | +34.1% | +114.5% | +108.6% |
| 3Y | +196.0% | +2.2% | +193.8% | +177.4% |
| 5Y | +87.4% | -41.8% | +129.2% | +121.1% |
| 10Y | +523.8% | +188.9% | +334.9% | +278.6% |
| All | +2,229.0% | +2,542.7% | -313.7% | +558.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 all: compounded portfolio wealth divided by compounded TECH 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…
all analysis · Full analysis span regression · 6 months rolling