+194.6%
MSI vs KEEL
+294.5%
-99.9%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.8% | -3.3% | +0.4% |
| 7D | -0.4% | +2.9% | -3.3% | -0.5% |
| 30D | -0.8% | +0.8% | -1.6% | -0.9% |
| 3M | +13.9% | -35.3% | +49.3% | +14.7% |
| 6M | +1.3% | +59.4% | -58.0% | -0.8% |
| YTD | +22.3% | +51.9% | -29.6% | +19.5% |
| 1Y | -3.9% | +75.0% | -78.9% | -7.2% |
| 3Y | +69.9% | +224.5% | -154.7% | +56.5% |
| 5Y | +103.8% | -35.9% | +139.7% | +90.1% |
| All | +194.6% | +294.5% | -99.9% | +161.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 KEEL 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