+132.2%
AAPL vs MSFU
+87.3%
+44.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -1.0% | -0.3% |
| 7D | +3.2% | -4.9% | +8.1% | +4.3% |
| 30D | +4.1% | -9.1% | +13.1% | +5.9% |
| 3M | +17.5% | +8.7% | +8.8% | +14.3% |
| 6M | +20.6% | +48.3% | -27.7% | +5.8% |
| YTD | +31.0% | -1.6% | +32.6% | +27.2% |
| 1Y | +30.2% | -13.6% | +43.8% | +31.8% |
| 3Y | +92.9% | +20.2% | +72.6% | +60.0% |
| All | +132.2% | +87.3% | +44.9% | +51.6% |
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