-5.5%
ACN vs MSFU
+88.0%
-93.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.1% |
| 7D | -3.8% | -2.8% | -1.1% | -3.4% |
| 30D | +16.5% | -5.3% | +21.8% | +17.2% |
| 3M | +41.5% | +7.2% | +34.2% | +37.9% |
| 6M | +60.1% | +51.0% | +9.1% | +41.9% |
| YTD | -3.9% | -1.2% | -2.7% | -7.1% |
| 1Y | +4.1% | -10.3% | +14.4% | +2.7% |
| 3Y | -15.9% | +22.2% | -38.1% | -29.1% |
| All | -5.5% | +88.0% | -93.5% | -36.9% |
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 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