+736.2%
MSI vs UUUU
-91.9%
+828.2%
-83.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.1% | -1.1% |
| 7D | -5.8% | +2.8% | -8.6% | -5.9% |
| 30D | -1.0% | +3.4% | -4.4% | -1.3% |
| 3M | +14.2% | -3.9% | +18.0% | +14.0% |
| 6M | +1.0% | -23.2% | +24.2% | +1.8% |
| YTD | +21.5% | +0.6% | +20.9% | +19.6% |
| 1Y | -2.1% | +22.9% | -25.0% | -5.5% |
| 3Y | +69.3% | +98.6% | -29.3% | +55.0% |
| 5Y | +99.3% | +130.2% | -30.9% | +76.7% |
| 10Y | +595.0% | +519.5% | +75.5% | +445.6% |
| All | +736.2% | -91.9% | +828.2% | +540.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 2026-09-08: compounded portfolio wealth divided by compounded UUUU 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 2026-09-08 analysis · Full analysis span regression · 6 months rolling