+2,423.9%
MUU vs MSI
+1.3%
+2,422.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.9% | -10.2% | -9.4% |
| 7D | +3.6% | -1.8% | +5.3% | +3.7% |
| 30D | +22.3% | -0.6% | +23.0% | +22.2% |
| 3M | -8.2% | +13.0% | -21.2% | -11.0% |
| 6M | +256.3% | +0.5% | +255.8% | +270.1% |
| YTD | +534.4% | +21.7% | +512.7% | +447.0% |
| 1Y | +2,163.5% | -2.6% | +2,166.1% | +2,375.3% |
| All | +2,423.9% | +1.3% | +2,422.6% | +2,243.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded MSI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling