+9,441.6%
WDC vs MKSI
+2,175.0%
+7,266.6%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.3% | -2.1% | -3.3% |
| 7D | +4.4% | +4.9% | -0.5% | +2.2% |
| 30D | +5.3% | -11.0% | +16.3% | +11.5% |
| 3M | -5.9% | -17.1% | +11.2% | +4.3% |
| 6M | +73.2% | +16.4% | +56.8% | +65.7% |
| YTD | +167.8% | +64.3% | +103.6% | +119.9% |
| 1Y | +386.0% | +137.7% | +248.3% | +236.1% |
| 3Y | +1,309.7% | +189.1% | +1,120.6% | +744.5% |
| 5Y | +957.1% | +83.1% | +874.0% | +653.1% |
| 10Y | +1,246.7% | +509.4% | +737.4% | +477.4% |
| All | +9,441.6% | +2,175.0% | +7,266.6% | +2,327.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling