+2,175.0%
MKSI vs WEC
+1,885.7%
+289.3%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.6% | -2.0% |
| 7D | +4.9% | -1.3% | +6.1% | +5.4% |
| 30D | -11.0% | -0.4% | -10.6% | -10.9% |
| 3M | -17.1% | -6.8% | -10.3% | -15.1% |
| 6M | +16.4% | -6.4% | +22.8% | +18.7% |
| YTD | +64.3% | +2.5% | +61.8% | +61.6% |
| 1Y | +137.7% | -0.4% | +138.1% | +135.6% |
| 3Y | +189.1% | +38.5% | +150.6% | +143.6% |
| 5Y | +83.1% | +31.7% | +51.5% | +55.5% |
| 10Y | +509.4% | +146.6% | +362.8% | +262.5% |
| All | +2,175.0% | +1,885.7% | +289.3% | +485.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling