+671.4%
MSI vs AMC
-98.7%
+770.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -0.1% |
| 7D | +7.4% | +5.5% | +1.9% | +7.3% |
| 30D | +18.7% | +16.1% | +2.6% | +18.3% |
| 3M | +14.5% | +43.0% | -28.5% | +13.6% |
| 6M | +38.1% | +130.7% | -92.6% | +35.3% |
| YTD | +38.7% | +121.8% | -83.1% | +35.8% |
| 1Y | +35.4% | +40.7% | -5.2% | +33.7% |
| 3Y | +75.1% | -56.8% | +131.9% | +74.6% |
| 5Y | +126.4% | -99.1% | +225.5% | +136.7% |
| 10Y | +671.4% | -98.7% | +770.1% | +648.2% |
| All | +671.4% | -98.7% | +770.1% | +648.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling