+3,758.7%
MSI vs HBM
+613.3%
+3,145.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | +0.1% | -0.8% |
| 7D | -3.7% | -6.4% | +2.7% | -3.0% |
| 30D | +6.8% | +5.9% | +0.9% | +5.9% |
| 3M | +14.3% | -8.9% | +23.2% | +14.6% |
| 6M | -1.3% | +10.7% | -12.0% | -4.1% |
| YTD | +23.1% | +38.3% | -15.2% | +15.8% |
| 1Y | -0.8% | +121.3% | -122.2% | -12.6% |
| 3Y | +70.9% | +450.6% | -379.7% | +29.4% |
| 5Y | +103.3% | +338.0% | -234.7% | +52.7% |
| 10Y | +599.2% | +578.6% | +20.6% | +333.0% |
| All | +3,758.7% | +613.3% | +3,145.3% | +1,560.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 2026-09-04: compounded portfolio wealth divided by compounded HBM 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 2026-09-04 analysis · Full analysis span regression · 6 months rolling