-29.0%
NOW vs MKSI
+143.3%
-172.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.3% | +2.4% | -0.5% |
| 7D | -9.9% | +4.9% | -14.8% | -8.8% |
| 30D | +2.8% | -11.0% | +13.8% | +0.6% |
| 3M | +23.7% | -17.1% | +40.8% | +20.2% |
| 6M | +12.5% | +16.4% | -3.9% | +14.7% |
| YTD | -14.4% | +64.3% | -78.7% | -14.2% |
| 1Y | -29.0% | +137.7% | -166.7% | -31.6% |
| All | -29.0% | +143.3% | -172.3% | -31.6% |
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