+2,926.4%
V vs MKSI
+1,446.2%
+1,480.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.3% | -5.2% | -2.1% |
| 7D | -1.7% | +1.8% | -3.5% | -2.2% |
| 30D | +2.0% | -16.8% | +18.7% | +6.5% |
| 3M | +17.4% | -21.1% | +38.5% | +20.7% |
| 6M | +17.5% | +10.8% | +6.6% | +8.0% |
| YTD | +7.6% | +63.3% | -55.7% | -12.7% |
| 1Y | +7.7% | +157.0% | -149.3% | -25.4% |
| 3Y | +54.7% | +163.7% | -109.1% | -4.1% |
| 5Y | +73.0% | +82.0% | -8.9% | +15.3% |
| 10Y | +390.9% | +467.2% | -76.3% | +87.3% |
| All | +2,926.4% | +1,446.2% | +1,480.2% | +570.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling