+662.2%
MSI vs WCN
+322.0%
+340.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.4% |
| 7D | +2.6% | +1.2% | +1.4% | +1.9% |
| 30D | +18.1% | +26.4% | -8.3% | +2.5% |
| 3M | +13.2% | +17.5% | -4.3% | +2.5% |
| 6M | +36.3% | +28.7% | +7.5% | +16.5% |
| YTD | +39.5% | +11.5% | +28.0% | +28.4% |
| 1Y | +36.9% | +15.9% | +21.0% | +22.6% |
| 3Y | +76.1% | +51.6% | +24.5% | +28.9% |
| 5Y | +123.7% | +47.9% | +75.8% | +63.8% |
| All | +662.2% | +322.0% | +340.3% | +256.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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