+56.5%
TEL vs MKSI
+84.1%
-27.6%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.1% | +1.5% | +2.9% |
| 7D | +1.6% | +2.7% | -1.1% | +0.7% |
| 30D | -0.7% | -12.8% | +12.1% | +3.6% |
| 3M | +2.4% | -22.5% | +24.9% | +8.5% |
| 6M | +4.1% | +19.4% | -15.3% | -5.9% |
| YTD | -5.8% | +67.7% | -73.5% | -24.9% |
| 1Y | +0.9% | +131.4% | -130.5% | -28.9% |
| 3Y | +72.6% | +197.3% | -124.7% | +0.9% |
| All | +56.5% | +84.1% | -27.6% | +8.1% |
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