+597.6%
MSI vs APTV
-15.8%
+613.5%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.7% | -1.8% | +0.3% |
| 7D | -1.8% | -1.8% | 0.0% | -1.4% |
| 30D | -0.6% | -7.9% | +7.3% | +0.9% |
| 3M | +13.0% | -29.9% | +43.0% | +20.7% |
| 6M | +0.5% | -36.6% | +37.1% | +8.7% |
| YTD | +21.7% | -40.0% | +61.7% | +32.7% |
| 1Y | -2.6% | -44.0% | +41.4% | +7.6% |
| 3Y | +69.7% | -54.5% | +124.2% | +91.1% |
| 5Y | +102.8% | -68.8% | +171.6% | +143.1% |
| All | +597.6% | -15.8% | +613.5% | +539.5% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling