+102.8%
MSI vs ACWI
+67.7%
+35.1%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -3.7% | +0.5% | -4.2% | -4.1% |
| 30D | +6.8% | +0.9% | +6.0% | +6.1% |
| 3M | +14.3% | +2.4% | +11.9% | +12.1% |
| 6M | -1.6% | +12.4% | -13.9% | -10.2% |
| YTD | +22.8% | +15.2% | +7.6% | +9.7% |
| 1Y | -1.1% | +22.7% | -23.8% | -16.1% |
| 3Y | +70.5% | +75.8% | -5.3% | +4.9% |
| All | +102.8% | +67.7% | +35.1% | +31.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling