+18.3%
NOW vs MSCI
+10.6%
+7.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.7% | -2.8% |
| 7D | -2.4% | +0.4% | -2.8% | -2.5% |
| 30D | +20.5% | +0.6% | +20.0% | +20.3% |
| 3M | +18.3% | -7.1% | +25.4% | +22.8% |
| 6M | +24.1% | +0.8% | +23.2% | +24.5% |
| YTD | -7.8% | +1.0% | -8.8% | -7.6% |
| 1Y | -21.4% | +4.3% | -25.7% | -22.7% |
| All | +18.3% | +10.6% | +7.7% | +13.4% |
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