+597.6%
MSI vs BTI
+72.6%
+525.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.6% |
| 7D | -1.8% | -2.0% | +0.2% | -1.2% |
| 30D | -0.6% | -3.4% | +2.8% | +0.4% |
| 3M | +13.0% | -9.0% | +22.0% | +15.9% |
| 6M | +0.5% | -5.0% | +5.5% | +1.5% |
| YTD | +21.7% | -0.3% | +22.0% | +20.9% |
| 1Y | -2.6% | +3.1% | -5.7% | -4.4% |
| 3Y | +69.7% | +111.0% | -41.3% | +31.3% |
| 5Y | +102.8% | +117.0% | -14.2% | +53.6% |
| All | +597.6% | +72.6% | +525.1% | +410.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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