+26.9%
MKSI vs USHY
+1.4%
+25.5%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.3% | -9.0% | -7.2% |
| 7D | -18.2% | -0.5% | -17.7% | -15.0% |
| 30D | -37.2% | -0.1% | -37.1% | -36.7% |
| 3M | -43.5% | -2.5% | -41.0% | -31.6% |
| 6M | -38.4% | -1.3% | -37.1% | -31.4% |
| YTD | +10.9% | -0.2% | +11.1% | +14.6% |
| 1Y | +26.9% | +1.3% | +25.6% | +14.6% |
| All | +26.9% | +1.4% | +25.5% | +14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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