+1,980.5%
NOW vs MSCI
+2,160.3%
-179.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.7% | -3.2% | -4.1% |
| 7D | -6.7% | +6.0% | -12.7% | -10.3% |
| 30D | -25.8% | +18.2% | -44.0% | -34.0% |
| 3M | -12.7% | +15.1% | -27.8% | -20.8% |
| 6M | +11.2% | +13.7% | -2.5% | +1.9% |
| YTD | -33.2% | +15.6% | -48.8% | -39.5% |
| 1Y | -41.8% | +16.3% | -58.1% | -47.7% |
| 3Y | -15.7% | +36.9% | -52.5% | -34.9% |
| 5Y | -26.0% | +6.3% | -32.3% | -32.8% |
| 10Y | +515.1% | +823.0% | -307.9% | +62.3% |
| All | +1,980.5% | +2,160.3% | -179.9% | +319.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling