+116.7%
TEAM vs MKSI
+31.7%
+85.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.2% | +1.0% |
| 7D | -4.7% | +6.6% | -11.3% | -2.7% |
| 30D | +17.0% | -8.2% | +25.3% | +14.6% |
| 3M | +85.9% | -16.4% | +102.3% | +80.0% |
| 6M | +116.7% | +23.0% | +93.7% | +127.6% |
| All | +116.7% | +31.7% | +85.0% | +127.6% |
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