+855.9%
MSI vs AMC
-97.7%
+953.6%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.9% | -2.4% | -0.5% |
| 7D | +4.7% | +2.6% | +2.1% | +4.6% |
| 30D | +14.8% | +9.0% | +5.7% | +14.5% |
| 3M | +8.8% | +22.2% | -13.4% | +8.2% |
| 6M | +19.3% | +91.5% | -72.2% | +17.1% |
| YTD | +35.3% | +101.3% | -66.0% | +32.5% |
| 1Y | +33.8% | +20.8% | +13.0% | +32.3% |
| 3Y | +74.4% | -71.3% | +145.8% | +75.3% |
| 5Y | +120.5% | -99.2% | +219.8% | +132.6% |
| 10Y | +685.2% | -98.7% | +783.9% | +677.1% |
| All | +855.9% | -97.7% | +953.6% | +749.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling