+257.2%
XLI vs MSCI
+615.8%
-358.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.6% | -2.1% | -1.7% |
| 7D | -0.6% | -1.1% | +0.5% | -0.2% |
| 30D | -6.9% | -1.2% | -5.8% | -6.7% |
| 3M | -1.9% | -8.4% | +6.5% | +0.2% |
| 6M | +1.0% | -1.0% | +2.1% | +0.1% |
| YTD | +11.3% | -2.3% | +13.6% | +10.2% |
| 1Y | +15.8% | -1.2% | +17.0% | +13.6% |
| 3Y | +69.8% | +7.9% | +61.9% | +58.0% |
| 5Y | +80.9% | -10.1% | +90.9% | +74.3% |
| 10Y | +257.2% | +631.0% | -373.8% | +60.4% |
| All | +257.2% | +615.8% | -358.5% | +60.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded MSCI 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling