+362.6%
PSX vs MKSI
+84.1%
+278.5%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.1% | -1.7% | +0.1% |
| 7D | +1.7% | +2.7% | -1.0% | +1.3% |
| 30D | +15.6% | -12.8% | +28.4% | +17.8% |
| 3M | +46.5% | -22.5% | +69.0% | +49.7% |
| 6M | +55.0% | +19.4% | +35.6% | +44.8% |
| YTD | +105.3% | +67.7% | +37.6% | +77.9% |
| 1Y | +101.6% | +131.4% | -29.8% | +61.7% |
| 3Y | +134.1% | +197.3% | -63.2% | +68.8% |
| All | +362.6% | +84.1% | +278.5% | +248.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling