-6.8%
AAL vs MSFU
+70.7%
-77.5%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.4% |
| 7D | -1.3% | -2.3% | +1.0% | -0.8% |
| 30D | -13.7% | -6.3% | -7.5% | -12.5% |
| 3M | -8.2% | +40.0% | -48.1% | -16.8% |
| 6M | +13.1% | +30.1% | -17.0% | +2.7% |
| YTD | -15.6% | -10.3% | -5.3% | -16.0% |
| 1Y | +1.4% | -19.0% | +20.4% | +3.3% |
| 3Y | -7.4% | +25.8% | -33.2% | -23.5% |
| All | -6.8% | +70.7% | -77.5% | -29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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