+506.1%
SPCX vs MSI
+33.1%
+473.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +1.1% |
| 7D | +1.3% | +7.4% | -6.1% | -24.3% |
| 30D | -12.0% | +18.7% | -30.7% | -55.9% |
| 3M | +3.1% | +14.5% | -11.3% | -44.3% |
| 6M | +457.1% | +36.5% | +420.6% | +50.7% |
| YTD | +457.1% | +36.5% | +420.6% | +50.7% |
| 1Y | +457.1% | +36.5% | +420.6% | +50.7% |
| All | +506.1% | +33.1% | +473.0% | +67.5% |
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