+506.3%
NOW vs MSI
+670.3%
-164.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -3.0% | -3.0% |
| 7D | -8.7% | +7.4% | -16.2% | -12.7% |
| 30D | -29.3% | +18.7% | -48.0% | -36.5% |
| 3M | -21.8% | +14.5% | -36.3% | -28.3% |
| 6M | +9.2% | +38.1% | -28.9% | -10.7% |
| YTD | -35.0% | +38.7% | -73.7% | -47.9% |
| 1Y | -42.5% | +35.4% | -77.9% | -53.3% |
| 3Y | -21.5% | +75.1% | -96.6% | -47.3% |
| 5Y | -25.8% | +126.4% | -152.2% | -58.2% |
| 10Y | +506.3% | +671.4% | -165.1% | +60.8% |
| All | +506.3% | +670.3% | -164.0% | +60.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 10y: compounded portfolio wealth divided by compounded MSI 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…
10y analysis · Full analysis span regression · 6 months rolling