+38.4%
NVTS vs MKSI
+31.7%
+6.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.0% | -4.3% | -4.3% |
| 7D | +3.5% | +6.6% | -3.2% | -3.3% |
| 30D | -11.9% | -8.2% | -3.7% | -3.4% |
| 3M | -49.2% | -16.4% | -32.8% | -40.8% |
| 6M | +38.4% | +23.0% | +15.5% | +21.0% |
| All | +38.4% | +31.7% | +6.7% | +21.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling