+8.2%
NOW vs MKSI
+191.6%
-183.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.0% | -3.3% | -2.4% |
| 7D | -4.1% | +6.6% | -10.7% | -4.6% |
| 30D | +2.9% | -8.2% | +11.1% | +3.4% |
| 3M | +22.6% | -16.4% | +39.0% | +21.8% |
| 6M | +7.5% | +23.0% | -15.4% | -1.6% |
| YTD | -14.4% | +68.2% | -82.6% | -28.7% |
| 1Y | -29.8% | +148.6% | -178.4% | -48.4% |
| All | +8.2% | +191.6% | -183.5% | -25.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling