+82.0%
AAPL vs MSFU
+32.4%
+49.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.2% | +1.7% | -1.8% |
| 7D | +0.1% | -5.7% | +5.8% | +1.1% |
| 30D | +3.0% | +4.2% | -1.2% | +2.1% |
| 3M | +2.9% | +27.9% | -25.0% | -3.0% |
| 6M | +22.1% | +37.1% | -15.0% | +11.7% |
| YTD | +18.0% | -7.4% | +25.4% | +18.1% |
| 1Y | +33.9% | -19.6% | +53.5% | +39.1% |
| All | +82.0% | +32.4% | +49.6% | +48.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling