+3,884.5%
MSI vs CRS
+10,171.0%
-6,286.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-07.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.6% | -1.3% |
| 7D | -3.7% | -0.2% | -3.5% | -3.7% |
| 30D | +6.8% | -16.6% | +23.5% | +11.6% |
| 3M | +14.3% | -3.5% | +17.8% | +14.3% |
| 6M | -1.3% | +15.4% | -16.8% | -6.3% |
| YTD | +23.1% | +51.2% | -28.1% | +8.5% |
| 1Y | -0.8% | +98.3% | -99.1% | -19.7% |
| 3Y | +70.9% | +651.5% | -580.6% | -8.1% |
| 5Y | +103.3% | +1,411.1% | -1,307.8% | -14.3% |
| 10Y | +599.2% | +1,424.3% | -825.1% | +149.7% |
| All | +3,884.5% | +10,171.0% | -6,286.5% | +565.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CRS.
Daily Out/Under-Performance
Portfolio return minus CRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRS 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 2026-09-07: compounded portfolio wealth divided by compounded CRS 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 2026-09-07 analysis · Full analysis span regression · 6 months rolling