+1,203.3%
MSI vs APTV
+194.6%
+1,008.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.1% | -3.9% | -1.5% |
| 7D | -3.7% | +4.8% | -8.5% | -4.7% |
| 30D | +6.8% | +2.0% | +4.8% | +6.1% |
| 3M | +14.3% | -34.2% | +48.5% | +24.3% |
| 6M | -1.3% | -34.7% | +33.3% | +6.6% |
| YTD | +23.1% | -37.0% | +60.1% | +33.5% |
| 1Y | -0.8% | -40.4% | +39.5% | +8.6% |
| 3Y | +70.9% | -54.1% | +125.0% | +93.3% |
| 5Y | +103.3% | -68.0% | +171.3% | +144.2% |
| 10Y | +599.2% | -15.5% | +614.7% | +498.9% |
| All | +1,203.3% | +194.6% | +1,008.7% | +636.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 2026-09-04: compounded portfolio wealth divided by compounded APTV 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 2026-09-04 analysis · Full analysis span regression · 6 months rolling