-33.0%
ACN vs MSFU
+72.2%
-105.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.3% | -1.8% | -3.6% |
| 7D | -4.8% | -3.2% | -1.7% | -4.1% |
| 30D | +1.9% | -3.1% | +5.0% | +2.6% |
| 3M | +3.9% | +35.3% | -31.4% | -4.7% |
| 6M | -15.0% | +31.6% | -46.6% | -21.8% |
| YTD | -31.9% | -9.5% | -22.4% | -32.2% |
| 1Y | -28.5% | -18.4% | -10.1% | -27.4% |
| 3Y | -41.9% | +26.9% | -68.8% | -52.2% |
| All | -33.0% | +72.2% | -105.2% | -53.9% |
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