+42.7%
MKSI vs WCC
+24.5%
+18.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -9.9% | +4.9% | +3.9% |
| 7D | -10.7% | -8.8% | -1.9% | -3.7% |
| 30D | -30.5% | -16.0% | -14.5% | -19.0% |
| 3M | -39.2% | -15.2% | -24.0% | -29.7% |
| 6M | -33.0% | -8.4% | -24.6% | -27.2% |
| YTD | +22.3% | +30.1% | -7.8% | -1.9% |
| 1Y | +42.7% | +26.4% | +16.2% | +17.0% |
| All | +42.7% | +24.5% | +18.2% | +17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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