+2,771.1%
NOW vs MKSI
+971.1%
+1,800.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +4.3% | -7.2% | -4.5% |
| 7D | -2.4% | +1.8% | -4.2% | -3.1% |
| 30D | +20.5% | -16.8% | +37.3% | +27.3% |
| 3M | +18.3% | -21.1% | +39.4% | +21.1% |
| 6M | +24.1% | +10.8% | +13.2% | +7.3% |
| YTD | -7.8% | +63.3% | -71.1% | -34.1% |
| 1Y | -21.4% | +157.0% | -178.4% | -55.4% |
| 3Y | +19.5% | +163.7% | -144.2% | -41.0% |
| 5Y | +4.1% | +82.0% | -77.9% | -40.5% |
| 10Y | +826.4% | +467.2% | +359.2% | +119.2% |
| All | +2,771.1% | +971.1% | +1,800.1% | +341.3% |
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