+42.7%
MKSI vs WEC
+9.7%
+33.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +2.3% | -7.3% | -4.0% |
| 7D | -10.7% | +6.9% | -17.6% | -8.3% |
| 30D | -30.5% | +16.6% | -47.1% | -27.3% |
| 3M | -39.2% | +9.1% | -48.2% | -37.0% |
| 6M | -33.0% | +3.2% | -36.2% | -31.4% |
| YTD | +22.3% | +14.9% | +7.4% | +28.5% |
| 1Y | +42.7% | +9.2% | +33.5% | +43.6% |
| All | +42.7% | +9.7% | +33.0% | +43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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