-16.3%
NOW vs MSCI
+33.6%
-49.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.9% | +0.8% |
| 7D | -3.0% | +2.8% | -5.8% | -4.5% |
| 30D | -26.0% | +15.4% | -41.5% | -32.0% |
| 3M | -13.1% | +13.4% | -26.5% | -19.2% |
| 6M | +14.5% | +10.9% | +3.6% | +8.2% |
| YTD | -33.4% | +13.0% | -46.4% | -37.6% |
| 1Y | -40.6% | +12.0% | -52.7% | -44.2% |
| 3Y | -16.3% | +34.1% | -50.4% | -26.6% |
| All | -16.3% | +33.6% | -49.9% | -26.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling