+37.8%
GEV vs MSCI
+14.5%
+23.3%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.6% | -5.5% | -3.4% |
| 7D | -13.2% | +2.7% | -15.9% | -12.2% |
| 30D | -20.6% | +16.2% | -36.9% | -16.6% |
| 3M | -19.5% | +17.1% | -36.6% | -15.2% |
| 6M | -23.3% | +13.0% | -36.3% | -19.2% |
| YTD | +22.2% | +15.8% | +6.5% | +31.4% |
| 1Y | +37.8% | +15.5% | +22.3% | +51.5% |
| All | +37.8% | +14.5% | +23.3% | +51.5% |
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 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