+671.4%
MSI vs GEN
+151.0%
+520.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.2% |
| 7D | +7.4% | +1.0% | +6.4% | +7.2% |
| 30D | +18.7% | +29.1% | -10.3% | +13.3% |
| 3M | +14.5% | +2.9% | +11.5% | +13.2% |
| 6M | +38.1% | +33.6% | +4.5% | +30.1% |
| YTD | +38.7% | +12.0% | +26.7% | +34.2% |
| 1Y | +35.4% | +16.2% | +19.2% | +30.0% |
| 3Y | +75.1% | +65.1% | +10.0% | +54.4% |
| 5Y | +126.4% | +33.3% | +93.1% | +105.2% |
| 10Y | +671.4% | +149.7% | +521.7% | +479.6% |
| All | +671.4% | +151.0% | +520.4% | +479.6% |
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