+3,831.1%
MSI vs AFL
+18,542.8%
-14,711.6%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.7% | +0.7% | -0.5% |
| 7D | -5.8% | -0.7% | -5.0% | -5.5% |
| 30D | -1.0% | -7.1% | +6.1% | +1.4% |
| 3M | +14.2% | +0.4% | +13.7% | +13.9% |
| 6M | +1.0% | +4.5% | -3.5% | -0.6% |
| YTD | +21.5% | +6.1% | +15.4% | +18.7% |
| 1Y | -2.1% | +10.6% | -12.7% | -5.7% |
| 3Y | +69.3% | +64.0% | +5.3% | +41.6% |
| 5Y | +99.3% | +133.7% | -34.4% | +47.6% |
| 10Y | +595.0% | +298.0% | +297.0% | +317.4% |
| All | +3,831.1% | +18,542.8% | -14,711.6% | +858.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AFL.
Daily Out/Under-Performance
Portfolio return minus AFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFL 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 AFL 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