+4.3%
MSCI vs D
+16.8%
-12.5%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.3% |
| 7D | +0.4% | +1.5% | -1.1% | +0.4% |
| 30D | +0.6% | -2.6% | +3.1% | +0.5% |
| 3M | -7.1% | 0.0% | -7.1% | -6.9% |
| 6M | +0.8% | +7.4% | -6.5% | +1.5% |
| YTD | +1.0% | +15.9% | -14.9% | +2.3% |
| 1Y | +4.3% | +18.1% | -13.8% | +4.5% |
| All | +4.3% | +16.8% | -12.5% | +4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 2025-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded D 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling