+197.3%
MKSI vs WCC
+130.1%
+67.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.7% | -1.6% | -0.7% |
| 7D | +2.7% | +1.5% | +1.2% | +1.5% |
| 30D | -12.8% | -2.1% | -10.7% | -11.4% |
| 3M | -22.5% | +3.8% | -26.3% | -23.8% |
| 6M | +19.4% | +35.0% | -15.6% | -2.7% |
| YTD | +67.7% | +46.4% | +21.4% | +28.7% |
| 1Y | +131.4% | +63.0% | +68.4% | +64.4% |
| 3Y | +197.3% | +133.9% | +63.4% | +51.0% |
| All | +197.3% | +130.1% | +67.2% | +51.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling