+663.4%
MSI vs GEN
+152.9%
+510.5%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.4% | -2.2% | -0.3% |
| 7D | +3.2% | +2.0% | +1.2% | +2.9% |
| 30D | +17.6% | +27.7% | -10.1% | +12.4% |
| 3M | +14.5% | +3.3% | +11.3% | +13.2% |
| 6M | +34.3% | +31.8% | +2.4% | +26.8% |
| YTD | +39.7% | +13.5% | +26.2% | +34.9% |
| 1Y | +40.2% | +16.0% | +24.1% | +34.6% |
| 3Y | +77.1% | +70.6% | +6.6% | +55.2% |
| 5Y | +124.0% | +32.1% | +91.9% | +103.5% |
| All | +663.4% | +152.9% | +510.5% | +467.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling