+674.5%
MSI vs ACWI
+226.8%
+447.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.6% | 0.0% | +0.5% |
| 7D | +8.3% | +0.3% | +8.0% | +7.8% |
| 30D | +18.9% | -2.8% | +21.7% | +21.3% |
| 3M | +13.2% | -3.2% | +16.4% | +15.7% |
| 6M | +38.3% | +1.3% | +37.0% | +35.6% |
| YTD | +38.9% | +11.2% | +27.7% | +24.8% |
| 1Y | +36.7% | +13.8% | +22.9% | +20.3% |
| 3Y | +76.6% | +76.2% | +0.4% | +2.4% |
| 5Y | +124.5% | +59.5% | +65.0% | +42.8% |
| 10Y | +674.5% | +222.2% | +452.3% | +139.3% |
| All | +674.5% | +226.8% | +447.7% | +139.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 10y: compounded portfolio wealth divided by compounded ACWI 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…
10y analysis · Full analysis span regression · 6 months rolling