+938.2%
MU vs MKSI
+33.5%
+904.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.6% | +0.1% | -0.6% |
| 7D | +12.8% | +12.2% | +0.6% | +3.8% |
| 30D | -14.9% | -8.0% | -6.8% | -8.9% |
| 3M | -18.0% | -29.5% | +11.5% | +5.5% |
| 6M | -3.1% | -31.9% | +28.8% | +31.3% |
| YTD | +172.9% | +35.3% | +137.6% | +131.1% |
| 1Y | +228.8% | +50.3% | +178.6% | +160.9% |
| 3Y | +950.8% | +216.4% | +734.4% | +388.8% |
| All | +938.2% | +33.5% | +904.8% | +759.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling