+113.2%
WDC vs MKSI
+40.1%
+73.1%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -5.0% | -1.8% | -2.4% |
| 7D | -18.3% | -10.7% | -7.6% | -9.7% |
| 30D | -26.7% | -30.5% | +3.8% | +0.2% |
| 3M | -40.9% | -39.2% | -1.8% | -9.7% |
| 6M | -26.8% | -33.0% | +6.3% | +4.7% |
| YTD | +88.2% | +22.3% | +65.9% | +62.4% |
| 1Y | +113.2% | +42.7% | +70.5% | +65.7% |
| All | +113.2% | +40.1% | +73.1% | +65.7% |
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