-8.6%
TEL vs MKSI
+40.1%
-48.7%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.0% | +5.2% | +1.5% |
| 7D | -0.5% | -10.7% | +10.2% | +2.4% |
| 30D | +0.6% | -30.5% | +31.1% | +10.0% |
| 3M | +2.0% | -39.2% | +41.1% | +15.0% |
| 6M | +8.1% | -33.0% | +41.1% | +13.9% |
| YTD | -2.2% | +22.3% | -24.5% | -17.2% |
| 1Y | -8.6% | +42.7% | -51.3% | -25.7% |
| All | -8.6% | +40.1% | -48.7% | -25.7% |
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