+4,394.6%
MSI vs GEN
+8,591.0%
-4,196.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | +8.3% | -0.3% | +8.6% | +8.4% |
| 30D | +18.9% | +28.2% | -9.3% | +11.7% |
| 3M | +13.2% | +2.6% | +10.6% | +11.5% |
| 6M | +38.3% | +32.7% | +5.6% | +27.7% |
| YTD | +38.9% | +11.3% | +27.6% | +32.1% |
| 1Y | +36.7% | +17.9% | +18.7% | +28.1% |
| 3Y | +76.6% | +66.3% | +10.2% | +49.9% |
| 5Y | +124.5% | +31.7% | +92.8% | +97.4% |
| 10Y | +674.5% | +150.0% | +524.5% | +446.1% |
| All | +4,394.6% | +8,591.0% | -4,196.4% | +958.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling