+1,988.6%
NOW vs MKSI
+829.9%
+1,158.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +5.9% | -2.7% | +1.2% |
| 7D | -5.6% | +15.9% | -21.5% | -10.5% |
| 30D | -26.8% | -9.6% | -17.2% | -24.9% |
| 3M | -19.4% | -23.2% | +3.7% | -14.1% |
| 6M | +12.3% | -29.2% | +41.5% | +16.0% |
| YTD | -32.9% | +41.8% | -74.7% | -50.6% |
| 1Y | -40.3% | +48.7% | -89.0% | -57.3% |
| 3Y | -19.1% | +225.3% | -244.3% | -65.4% |
| 5Y | -24.4% | +43.6% | -67.9% | -53.3% |
| 10Y | +521.8% | +370.2% | +151.6% | +56.8% |
| All | +1,988.6% | +829.9% | +1,158.7% | +230.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling