+780.0%
NOW vs MKSI
+511.3%
+268.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.3% | +2.4% | +0.8% |
| 7D | -9.9% | +4.9% | -14.8% | -11.4% |
| 30D | +2.8% | -11.0% | +13.8% | +5.8% |
| 3M | +23.7% | -17.1% | +40.8% | +24.1% |
| 6M | +12.5% | +16.4% | -3.9% | -3.0% |
| YTD | -14.4% | +64.3% | -78.7% | -37.5% |
| 1Y | -29.0% | +137.7% | -166.7% | -56.7% |
| 3Y | +9.3% | +189.1% | -179.8% | -45.7% |
| 5Y | +1.2% | +83.1% | -81.9% | -39.9% |
| All | +780.0% | +511.3% | +268.7% | +131.2% |
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