+3,884.5%
MSI vs WY
+688.1%
+3,196.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-07.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -1.2% |
| 7D | -3.7% | -1.7% | -2.0% | -3.1% |
| 30D | +6.8% | -10.1% | +16.9% | +11.1% |
| 3M | +14.3% | -5.1% | +19.4% | +16.1% |
| 6M | -1.3% | -4.8% | +3.5% | -0.2% |
| YTD | +23.1% | -0.2% | +23.3% | +21.9% |
| 1Y | -0.8% | -6.6% | +5.8% | +0.4% |
| 3Y | +70.9% | -22.7% | +93.6% | +81.2% |
| 5Y | +103.3% | -22.2% | +125.5% | +111.8% |
| 10Y | +599.2% | +7.3% | +591.9% | +485.7% |
| All | +3,884.5% | +688.1% | +3,196.4% | +1,305.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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