+548.8%
MU vs MKSI
+142.7%
+406.0%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.1% | -2.3% | -2.1% |
| 7D | -4.1% | +2.7% | -6.8% | -6.3% |
| 30D | +7.0% | -12.8% | +19.8% | +20.5% |
| 3M | -2.1% | -22.5% | +20.5% | +23.7% |
| 6M | +133.1% | +19.4% | +113.7% | +115.6% |
| YTD | +241.9% | +67.7% | +174.2% | +142.2% |
| 1Y | +548.8% | +131.4% | +417.3% | +270.2% |
| All | +548.8% | +142.7% | +406.0% | +270.2% |
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 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