+3,831.1%
MSI vs BHP
+8,048.4%
-4,217.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.7% | -3.1% | -1.9% |
| 7D | -6.0% | +1.3% | -7.3% | -6.4% |
| 30D | -1.2% | +4.0% | -5.2% | -2.6% |
| 3M | +13.9% | +12.3% | +1.6% | +8.7% |
| 6M | +1.0% | +30.8% | -29.8% | -9.1% |
| YTD | +21.5% | +58.8% | -37.3% | +1.8% |
| 1Y | -2.1% | +76.8% | -79.0% | -21.2% |
| 3Y | +69.3% | +87.5% | -18.1% | +30.1% |
| 5Y | +99.3% | +123.9% | -24.6% | +38.4% |
| 10Y | +595.0% | +504.4% | +90.7% | +218.6% |
| All | +3,831.1% | +8,048.4% | -4,217.3% | +600.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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