+3,874.2%
MSI vs D
+2,347.4%
+1,526.8%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.7% |
| 7D | -3.7% | +1.5% | -5.2% | -4.3% |
| 30D | +6.8% | -2.6% | +9.4% | +7.8% |
| 3M | +14.3% | 0.0% | +14.3% | +14.1% |
| 6M | -1.6% | +7.4% | -8.9% | -4.9% |
| YTD | +22.8% | +15.9% | +6.9% | +14.9% |
| 1Y | -1.1% | +18.1% | -19.2% | -8.4% |
| 3Y | +70.5% | +58.4% | +12.1% | +36.2% |
| 5Y | +102.8% | +5.2% | +97.6% | +90.6% |
| 10Y | +597.4% | +35.9% | +561.6% | +466.9% |
| All | +3,874.2% | +2,347.4% | +1,526.8% | +1,017.3% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 2026-09-04: compounded portfolio wealth divided by compounded D 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 2026-09-04 analysis · Full analysis span regression · 6 months rolling