+3,831.1%
MSI vs BDX
+5,185.2%
-1,354.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.1% | +2.0% | -0.2% |
| 7D | -5.8% | -4.3% | -1.5% | -4.5% |
| 30D | -1.0% | +1.3% | -2.2% | -1.4% |
| 3M | +14.2% | +20.2% | -6.1% | +7.8% |
| 6M | +1.0% | +8.6% | -7.6% | -1.8% |
| YTD | +21.5% | +19.0% | +2.5% | +14.5% |
| 1Y | -2.1% | +21.2% | -23.3% | -8.4% |
| 3Y | +69.3% | -9.7% | +79.0% | +70.3% |
| 5Y | +99.3% | -3.4% | +102.7% | +94.9% |
| 10Y | +595.0% | +53.9% | +541.2% | +480.5% |
| All | +3,831.1% | +5,185.2% | -1,354.0% | +909.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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