-16.0%
NOW vs MSCI
+36.7%
-52.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.7% | -3.2% | -4.5% |
| 7D | -6.7% | +6.0% | -12.7% | -9.6% |
| 30D | -25.8% | +18.2% | -44.0% | -32.7% |
| 3M | -12.7% | +15.1% | -27.8% | -19.4% |
| 6M | +11.2% | +13.7% | -2.5% | +3.7% |
| YTD | -33.2% | +15.6% | -48.8% | -38.1% |
| 1Y | -41.8% | +16.3% | -58.1% | -46.3% |
| All | -16.0% | +36.7% | -52.7% | -27.2% |
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