+3,343.4%
STX vs MKSI
+524.1%
+2,819.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.1% | -5.8% | -4.7% |
| 7D | -2.3% | +2.7% | -4.9% | -3.5% |
| 30D | -5.5% | -12.8% | +7.3% | +1.0% |
| 3M | -4.3% | -22.5% | +18.2% | +7.9% |
| 6M | +115.6% | +19.4% | +96.2% | +100.8% |
| YTD | +202.2% | +67.7% | +134.5% | +143.0% |
| 1Y | +325.3% | +131.4% | +193.9% | +196.5% |
| 3Y | +1,283.9% | +197.3% | +1,086.6% | +700.2% |
| 5Y | +1,048.3% | +87.0% | +961.3% | +673.8% |
| All | +3,343.4% | +524.1% | +2,819.3% | +1,022.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling