+265.1%
MU vs MKSI
+40.1%
+225.0%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -5.0% | -2.0% | -2.6% |
| 7D | -19.1% | -10.7% | -8.4% | -10.5% |
| 30D | -25.2% | -30.5% | +5.3% | +2.9% |
| 3M | -10.9% | -39.2% | +28.3% | +36.6% |
| 6M | +38.0% | -33.0% | +71.0% | +104.0% |
| YTD | +178.8% | +22.3% | +156.5% | +151.1% |
| 1Y | +265.1% | +42.7% | +222.5% | +196.0% |
| All | +265.1% | +40.1% | +225.0% | +196.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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