+40.2%
MSI vs ACWI
+11.8%
+28.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.4% | +0.2% |
| 7D | +3.2% | +2.4% | +0.8% | +3.1% |
| 30D | +17.6% | -1.7% | +19.3% | +17.5% |
| 3M | +14.5% | -3.9% | +18.4% | +14.8% |
| 6M | +34.3% | +0.8% | +33.5% | +33.7% |
| YTD | +39.7% | +11.0% | +28.7% | +34.5% |
| 1Y | +40.2% | +13.1% | +27.1% | +34.3% |
| All | +40.2% | +11.8% | +28.3% | +34.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling