+534.9%
GEV vs MSCI
+20.0%
+514.9%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +0.8% | +6.3% | +7.1% |
| 7D | -3.8% | +1.5% | -5.3% | -3.9% |
| 30D | -17.4% | +14.4% | -31.8% | -18.3% |
| 3M | -16.2% | +15.2% | -31.4% | -17.2% |
| 6M | -20.2% | +11.2% | -31.4% | -21.3% |
| YTD | +27.2% | +13.9% | +13.3% | +24.1% |
| 1Y | +44.6% | +12.5% | +32.0% | +41.5% |
| All | +534.9% | +20.0% | +514.9% | +482.6% |
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