+1,724.9%
MSI vs ACWI
+330.0%
+1,394.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.4% | -0.4% |
| 7D | +4.7% | -2.4% | +7.0% | +6.7% |
| 30D | +14.8% | -5.2% | +20.0% | +20.1% |
| 3M | +8.8% | -4.8% | +13.6% | +13.3% |
| 6M | +19.3% | -1.3% | +20.6% | +19.4% |
| YTD | +35.3% | +8.4% | +26.9% | +23.1% |
| 1Y | +33.8% | +11.0% | +22.7% | +18.8% |
| 3Y | +74.4% | +70.6% | +3.9% | +0.2% |
| 5Y | +120.5% | +55.3% | +65.2% | +38.4% |
| 10Y | +685.2% | +223.2% | +462.0% | +135.0% |
| All | +1,724.9% | +330.0% | +1,394.9% | +301.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling