+595.0%
MSI vs GEN
+150.2%
+444.8%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.7% | +1.7% | -0.6% |
| 7D | -5.8% | -0.7% | -5.1% | -5.7% |
| 30D | -1.0% | +2.6% | -3.6% | -1.5% |
| 3M | +14.2% | +15.8% | -1.6% | +11.0% |
| 6M | +1.0% | +33.1% | -32.1% | -4.6% |
| YTD | +21.5% | +11.3% | +10.2% | +18.3% |
| 1Y | -2.1% | +1.7% | -3.8% | -3.0% |
| 3Y | +69.3% | +58.1% | +11.2% | +51.7% |
| 5Y | +99.3% | +20.6% | +78.7% | +85.5% |
| 10Y | +595.0% | +149.0% | +446.0% | +444.4% |
| All | +595.0% | +150.2% | +444.8% | +444.4% |
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