+770.7%
MSI vs RUN
-31.9%
+802.6%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.4% | -0.9% |
| 7D | -3.7% | +1.3% | -4.9% | -3.8% |
| 30D | +6.8% | -15.3% | +22.1% | +7.8% |
| 3M | +14.3% | -40.0% | +54.3% | +17.6% |
| 6M | -1.3% | -27.0% | +25.6% | -0.2% |
| YTD | +23.1% | -51.7% | +74.8% | +26.8% |
| 1Y | -0.8% | -45.9% | +45.0% | +0.5% |
| 3Y | +70.9% | -43.8% | +114.7% | +57.0% |
| 5Y | +103.3% | -80.5% | +183.8% | +96.3% |
| 10Y | +599.2% | +45.3% | +554.0% | +405.5% |
| All | +770.7% | -31.9% | +802.6% | +541.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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