+1.0%
WM vs MKSI
+149.1%
-148.1%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -0.5% |
| 7D | -1.2% | +6.6% | -7.8% | -0.4% |
| 30D | -4.5% | -8.2% | +3.7% | -5.3% |
| 3M | -2.2% | -16.4% | +14.2% | -3.6% |
| 6M | -11.5% | +23.0% | -34.4% | -10.2% |
| YTD | -0.7% | +68.2% | -68.9% | +3.4% |
| All | +1.0% | +149.1% | -148.1% | +6.6% |
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