+2,175.0%
MKSI vs TXT
+165.9%
+2,009.1%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.5% | -1.9% |
| 7D | +4.9% | -0.2% | +5.1% | +5.0% |
| 30D | -11.0% | -10.2% | -0.8% | -6.6% |
| 3M | -17.1% | -13.3% | -3.8% | -11.5% |
| 6M | +16.4% | -14.4% | +30.8% | +25.1% |
| YTD | +64.3% | -9.1% | +73.4% | +71.2% |
| 1Y | +137.7% | -2.2% | +139.9% | +140.2% |
| 3Y | +189.1% | +5.1% | +184.0% | +186.9% |
| 5Y | +83.1% | +12.8% | +70.3% | +79.0% |
| 10Y | +509.4% | +101.4% | +407.9% | +349.4% |
| All | +2,175.0% | +165.9% | +2,009.1% | +779.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 TXT 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