+417.4%
WDC vs MKSI
+162.5%
+254.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +4.3% | +1.6% | +2.3% |
| 7D | +1.7% | +1.8% | 0.0% | +0.2% |
| 30D | -10.0% | -16.8% | +6.8% | +5.0% |
| 3M | -18.8% | -21.1% | +2.3% | +0.4% |
| 6M | +79.0% | +10.8% | +68.2% | +72.6% |
| YTD | +171.6% | +63.3% | +108.2% | +104.6% |
| 1Y | +417.4% | +157.0% | +260.4% | +225.4% |
| All | +417.4% | +162.5% | +254.9% | +225.4% |
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