-39.8%
NOW vs MSCI
+16.3%
-56.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.2% | +0.6% |
| 7D | +0.3% | +3.0% | -2.7% | -2.0% |
| 30D | -27.0% | +17.8% | -44.7% | -36.6% |
| 3M | -19.6% | +15.2% | -34.8% | -28.8% |
| 6M | +17.5% | +16.5% | +1.0% | +3.2% |
| YTD | -33.3% | +16.4% | -49.6% | -40.3% |
| 1Y | -39.8% | +16.8% | -56.6% | -45.5% |
| All | -39.8% | +16.3% | -56.1% | -45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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