+14.5%
NET vs MKSI
+40.1%
-25.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -5.0% | +2.4% | -1.9% |
| 7D | -16.4% | -10.7% | -5.7% | -15.0% |
| 30D | -25.8% | -30.5% | +4.7% | -22.8% |
| 3M | -11.5% | -39.2% | +27.6% | -6.8% |
| 6M | +18.9% | -33.0% | +51.9% | +21.0% |
| YTD | +35.2% | +22.3% | +12.9% | +16.1% |
| 1Y | +14.5% | +42.7% | -28.2% | -6.8% |
| All | +14.5% | +40.1% | -25.6% | -6.8% |
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