+29.6%
AAPL vs MSFU
-12.2%
+41.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -4.8% | +6.8% | +2.3% |
| 7D | +1.8% | -12.7% | +14.4% | +2.5% |
| 30D | +4.3% | -9.0% | +13.3% | +4.7% |
| 3M | +16.6% | +2.9% | +13.7% | +16.4% |
| 6M | +21.6% | +43.5% | -21.9% | +18.0% |
| YTD | +31.2% | -2.4% | +33.6% | +25.3% |
| 1Y | +29.6% | -13.5% | +43.0% | +23.5% |
| All | +29.6% | -12.2% | +41.8% | +23.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling