+1,285.8%
WDC vs MKSI
+190.8%
+1,095.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +7.5% |
| 3M | -15.5% | -22.5% | +7.0% | +0.5% |
| 6M | +66.5% | +19.4% | +47.1% | +56.5% |
| YTD | +159.9% | +67.7% | +92.1% | +105.3% |
| 1Y | +366.0% | +131.4% | +234.5% | +212.0% |
| 3Y | +1,285.8% | +197.3% | +1,088.5% | +735.4% |
| All | +1,285.8% | +190.8% | +1,095.0% | +735.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling