+841.1%
MSI vs EME
+61,143.5%
-60,302.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-07.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.6% | -1.4% |
| 7D | -3.7% | +1.9% | -5.6% | -4.3% |
| 30D | +6.8% | -8.3% | +15.1% | +9.4% |
| 3M | +14.3% | -10.7% | +25.0% | +16.4% |
| 6M | -1.3% | +1.9% | -3.2% | -4.1% |
| YTD | +23.1% | +23.5% | -0.4% | +11.8% |
| 1Y | -0.8% | +18.0% | -18.8% | -10.1% |
| 3Y | +70.9% | +236.1% | -165.2% | +4.8% |
| 5Y | +103.3% | +527.9% | -424.6% | -0.7% |
| 10Y | +599.2% | +1,252.8% | -653.6% | +151.3% |
| All | +841.1% | +61,143.5% | -60,302.4% | +67.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 EME 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