+1,334.0%
MU vs MKSI
+86.0%
+1,248.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.0% | +1.8% | +2.1% |
| 7D | +7.5% | +6.6% | +0.9% | +2.6% |
| 30D | +19.4% | -8.2% | +27.6% | +26.9% |
| 3M | +9.8% | -16.4% | +26.2% | +27.1% |
| 6M | +164.1% | +23.0% | +141.2% | +137.4% |
| YTD | +260.3% | +68.2% | +192.1% | +160.8% |
| 1Y | +661.2% | +148.6% | +512.6% | +324.0% |
| 3Y | +1,380.8% | +196.0% | +1,184.9% | +601.8% |
| All | +1,334.0% | +86.0% | +1,248.0% | +852.9% |
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