+366.0%
WDC vs MKSI
+142.7%
+223.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.1% | -5.1% | -4.7% |
| 7D | -4.3% | +2.7% | -7.0% | -6.4% |
| 30D | -1.5% | -12.8% | +11.3% | +10.5% |
| 3M | -15.5% | -22.5% | +7.0% | +5.6% |
| 6M | +66.5% | +19.4% | +47.1% | +51.5% |
| YTD | +159.9% | +67.7% | +92.1% | +89.0% |
| 1Y | +366.0% | +131.4% | +234.5% | +187.7% |
| All | +366.0% | +142.7% | +223.3% | +187.7% |
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