+132.5%
AAPL vs MSFU
+85.8%
+46.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -4.8% | +6.8% | +3.1% |
| 7D | +1.8% | -12.7% | +14.4% | +4.8% |
| 30D | +4.3% | -9.0% | +13.3% | +6.1% |
| 3M | +16.6% | +2.9% | +13.7% | +14.9% |
| 6M | +21.6% | +43.5% | -21.9% | +7.6% |
| YTD | +31.2% | -2.4% | +33.6% | +27.6% |
| 1Y | +29.6% | -13.5% | +43.0% | +30.9% |
| 3Y | +93.1% | +19.2% | +73.9% | +60.5% |
| All | +132.5% | +85.8% | +46.7% | +52.1% |
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