+1,148.9%
IJR vs MSI
+501.7%
+647.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.3% | -0.4% |
| 7D | +0.9% | -5.8% | +6.7% | +2.9% |
| 30D | -3.1% | -1.0% | -2.2% | -2.9% |
| 3M | +4.4% | +14.2% | -9.7% | -0.4% |
| 6M | +16.1% | +1.0% | +15.1% | +14.8% |
| YTD | +20.6% | +21.5% | -0.9% | +12.0% |
| 1Y | +22.9% | -2.1% | +25.0% | +22.1% |
| 3Y | +55.2% | +69.3% | -14.1% | +27.8% |
| 5Y | +41.1% | +99.3% | -58.2% | +9.4% |
| 10Y | +167.0% | +595.0% | -428.1% | +39.4% |
| All | +1,148.9% | +501.7% | +647.2% | +385.2% |
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 1990-01-01 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling