+3,884.5%
MSI vs MKC
+3,376.8%
+507.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-07.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.6% |
| 7D | -3.7% | -5.9% | +2.2% | -2.1% |
| 30D | +6.8% | -0.9% | +7.7% | +7.0% |
| 3M | +14.3% | +12.7% | +1.6% | +10.3% |
| 6M | -1.3% | -19.3% | +18.0% | +3.9% |
| YTD | +23.1% | -22.2% | +45.3% | +30.6% |
| 1Y | -0.8% | -23.3% | +22.5% | +5.4% |
| 3Y | +70.9% | -30.0% | +100.9% | +83.7% |
| 5Y | +103.3% | -33.8% | +137.1% | +119.8% |
| 10Y | +599.2% | +24.4% | +574.8% | +521.0% |
| All | +3,884.5% | +3,376.8% | +507.7% | +1,717.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 2026-09-07: compounded portfolio wealth divided by compounded MKC 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 2026-09-07 analysis · Full analysis span regression · 6 months rolling