+596.9%
MSI vs WAT
+156.2%
+440.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.1% | -0.8% |
| 7D | -4.0% | -1.8% | -2.2% | -3.5% |
| 30D | -0.5% | -1.7% | +1.2% | 0.0% |
| 3M | +11.4% | +9.1% | +2.3% | +8.2% |
| 6M | +1.0% | +32.4% | -31.5% | -8.6% |
| YTD | +20.7% | +6.6% | +14.1% | +16.3% |
| 1Y | -2.7% | +34.7% | -37.4% | -13.8% |
| 3Y | +68.2% | +53.6% | +14.6% | +33.2% |
| 5Y | +100.0% | -4.1% | +104.0% | +88.9% |
| 10Y | +596.9% | +167.9% | +429.0% | +320.4% |
| All | +596.9% | +156.2% | +440.7% | +320.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded WAT 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling