+52.4%
GEV vs MSCI
+17.3%
+35.1%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +5.4% | -14.7% | -7.4% |
| 7D | -5.1% | +11.5% | -16.6% | -1.5% |
| 30D | -15.8% | +22.1% | -37.9% | -10.2% |
| 3M | -18.2% | +18.4% | -36.6% | -13.4% |
| 6M | -22.4% | +16.6% | -39.0% | -17.4% |
| YTD | +27.7% | +18.8% | +8.9% | +38.7% |
| 1Y | +52.4% | +19.0% | +33.4% | +71.1% |
| All | +52.4% | +17.3% | +35.1% | +71.1% |
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