+241.9%
RCL vs MSI
+76.4%
+165.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | -1.2% | +3.2% | -4.4% | -2.2% |
| 30D | +17.8% | +17.6% | +0.3% | +11.6% |
| 3M | +4.9% | +14.5% | -9.6% | +0.2% |
| 6M | +23.7% | +34.3% | -10.5% | +11.1% |
| YTD | +17.8% | +39.7% | -21.9% | +2.5% |
| 1Y | +28.9% | +40.2% | -11.2% | +12.0% |
| 3Y | +241.9% | +77.1% | +164.7% | +174.0% |
| All | +241.9% | +76.4% | +165.5% | +174.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling