+52.4%
COP vs MSI
-2.0%
+54.4%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.1% | +1.7% | +0.7% |
| 7D | -0.8% | -5.8% | +4.9% | -0.4% |
| 30D | +15.6% | -1.0% | +16.6% | +15.6% |
| 3M | +14.3% | +14.2% | +0.2% | +13.1% |
| 6M | +17.0% | +1.0% | +15.9% | +17.6% |
| YTD | +47.4% | +21.5% | +26.0% | +42.5% |
| 1Y | +52.4% | -2.1% | +54.5% | +47.4% |
| All | +52.4% | -2.0% | +54.4% | +47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MSI 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling