+5,731.6%
MU vs MKSI
+524.1%
+5,207.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.1% | -2.3% | -1.7% |
| 7D | -4.1% | +2.7% | -6.8% | -5.9% |
| 30D | +7.0% | -12.8% | +19.8% | +18.1% |
| 3M | -2.1% | -22.5% | +20.5% | +19.3% |
| 6M | +133.1% | +19.4% | +113.7% | +111.5% |
| YTD | +241.9% | +67.7% | +174.2% | +143.0% |
| 1Y | +548.8% | +131.4% | +417.3% | +266.3% |
| 3Y | +1,308.2% | +197.3% | +1,110.9% | +525.7% |
| 5Y | +1,260.7% | +87.0% | +1,173.8% | +698.2% |
| All | +5,731.6% | +524.1% | +5,207.5% | +1,281.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling