+1,188.5%
WDC vs MKSI
+524.1%
+664.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.1% | -5.1% | -4.3% |
| 7D | -4.3% | +2.7% | -7.0% | -5.9% |
| 30D | -1.5% | -12.8% | +11.3% | +7.6% |
| 3M | -15.5% | -22.5% | +7.0% | +0.4% |
| 6M | +66.5% | +19.4% | +47.1% | +53.0% |
| YTD | +159.9% | +67.7% | +92.1% | +95.3% |
| 1Y | +366.0% | +131.4% | +234.5% | +186.6% |
| 3Y | +1,285.8% | +197.3% | +1,088.5% | +560.2% |
| 5Y | +925.6% | +87.0% | +838.6% | +517.2% |
| All | +1,188.5% | +524.1% | +664.4% | +235.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling