+50.4%
ABNB vs MSFU
+72.2%
-21.9%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.3% | -1.7% | -3.4% |
| 7D | -4.4% | -3.2% | -1.2% | -3.5% |
| 30D | -2.0% | -3.1% | +1.2% | -1.1% |
| 3M | +29.8% | +35.3% | -5.4% | +16.1% |
| 6M | +31.0% | +31.6% | -0.6% | +16.4% |
| YTD | +28.6% | -9.5% | +38.1% | +28.1% |
| 1Y | +40.1% | -18.4% | +58.5% | +43.6% |
| 3Y | +19.7% | +26.9% | -7.2% | -5.5% |
| All | +50.4% | +72.2% | -21.9% | -3.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling