+605.2%
MMSI price history and return analytics
+360.7%
+244.6%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | -0.7% |
| 7D | -2.8% | -0.7% | -2.1% | -2.4% |
| 30D | -1.9% | -1.7% | -0.1% | -0.4% |
| 3M | -3.3% | -2.3% | -1.0% | -1.5% |
| 6M | +46.0% | +1.5% | +44.5% | +43.4% |
| YTD | -0.1% | +12.0% | -12.1% | -10.1% |
| 1Y | -1.5% | +12.9% | -14.3% | -12.0% |
| 3Y | +26.5% | +74.9% | -48.5% | -22.6% |
| 5Y | +29.6% | +59.9% | -30.3% | -14.4% |
| 10Y | +282.9% | +224.6% | +58.3% | +45.1% |
| All | +605.2% | +360.7% | +244.6% | +80.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling