+68.2%
EFA vs MSCI
+4.4%
+63.8%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.8% | +3.2% | 0.0% |
| 7D | +1.2% | -2.1% | +3.3% | +1.5% |
| 30D | -0.7% | -1.7% | +1.0% | -0.5% |
| 3M | +6.4% | -8.2% | +14.6% | +7.4% |
| 6M | +11.4% | -2.4% | +13.8% | +11.0% |
| YTD | +14.0% | -2.8% | +16.8% | +13.4% |
| 1Y | +20.2% | -2.7% | +22.9% | +19.3% |
| 3Y | +68.2% | +7.3% | +60.9% | +60.5% |
| All | +68.2% | +4.4% | +63.8% | +60.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling