+1,397.6%
MUU vs MSI
+17.2%
+1,380.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | +1.5% | +22.7% | +24.3% |
| 7D | -2.5% | +7.7% | -10.2% | -1.2% |
| 30D | -39.7% | +19.9% | -59.7% | -38.9% |
| 3M | -27.4% | +14.9% | -42.4% | -26.4% |
| 6M | -38.4% | +37.2% | -75.7% | -40.8% |
| YTD | +276.4% | +40.8% | +235.7% | +229.5% |
| 1Y | +390.7% | +38.1% | +352.6% | +339.3% |
| All | +1,397.6% | +17.2% | +1,380.4% | +1,311.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling