+325.3%
STX vs MKSI
+142.7%
+182.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.1% | -5.8% | -5.1% |
| 7D | -2.3% | +2.7% | -4.9% | -4.0% |
| 30D | -5.5% | -12.8% | +7.3% | +4.0% |
| 3M | -4.3% | -22.5% | +18.2% | +13.7% |
| 6M | +115.6% | +19.4% | +96.2% | +93.7% |
| YTD | +202.2% | +67.7% | +134.5% | +121.6% |
| 1Y | +325.3% | +131.4% | +193.9% | +164.9% |
| All | +325.3% | +142.7% | +182.6% | +164.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling