+35.1%
AAPL vs MSFU
-20.0%
+55.0%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.2% |
| 7D | -3.0% | -2.3% | -0.6% | -2.8% |
| 30D | +2.3% | -6.3% | +8.5% | +2.6% |
| 3M | +8.6% | +40.0% | -31.3% | +5.8% |
| 6M | +21.6% | +30.1% | -8.5% | +17.6% |
| YTD | +16.3% | -10.3% | +26.6% | +14.0% |
| 1Y | +35.1% | -19.0% | +54.1% | +35.0% |
| All | +35.1% | -20.0% | +55.0% | +35.0% |
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