-4.0%
ACN vs MSFU
+103.9%
-107.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +5.5% | -7.8% | -3.6% |
| 7D | -2.5% | +14.6% | -17.1% | -5.7% |
| 30D | +22.6% | +2.1% | +20.5% | +21.4% |
| 3M | +45.9% | +14.7% | +31.3% | +40.2% |
| 6M | +43.8% | +55.7% | -11.8% | +26.9% |
| YTD | -2.5% | +7.1% | -9.6% | -7.3% |
| 1Y | +6.5% | -0.5% | +7.0% | +2.6% |
| 3Y | -14.2% | +35.7% | -49.9% | -29.6% |
| All | -4.0% | +103.9% | -107.9% | -37.0% |
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 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