+719.8%
MU vs MKSI
+162.5%
+557.2%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +4.3% | +1.8% | +2.3% |
| 7D | +9.0% | +1.8% | +7.2% | +7.3% |
| 30D | +13.8% | -16.8% | +30.6% | +32.9% |
| 3M | +2.1% | -21.1% | +23.2% | +28.1% |
| 6M | +153.8% | +10.8% | +143.0% | +148.5% |
| YTD | +256.4% | +63.3% | +193.1% | +157.9% |
| 1Y | +719.8% | +157.0% | +562.8% | +326.5% |
| All | +719.8% | +162.5% | +557.2% | +326.5% |
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