+40.5%
ALL vs MSCI
+17.3%
+23.2%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +5.4% | -2.5% | +1.8% |
| 7D | +7.5% | +11.5% | -3.9% | +5.2% |
| 30D | +19.7% | +22.1% | -2.3% | +15.3% |
| 3M | +2.9% | +18.4% | -15.5% | -0.4% |
| 6M | +23.5% | +16.6% | +6.9% | +19.2% |
| YTD | +31.1% | +18.8% | +12.3% | +23.2% |
| 1Y | +40.5% | +19.0% | +21.5% | +31.0% |
| All | +40.5% | +17.3% | +23.2% | +31.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling