-11.8%
ACN vs MSFU
+32.6%
-44.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.9% | +0.1% | -1.4% |
| 7D | +0.9% | +2.5% | -1.6% | +0.2% |
| 30D | +33.5% | -1.3% | +34.8% | +33.2% |
| 3M | +53.5% | +8.6% | +44.8% | +50.2% |
| 6M | +52.2% | +48.4% | +3.8% | +39.6% |
| YTD | -0.1% | +1.6% | -1.7% | -3.8% |
| 1Y | +11.0% | -5.8% | +16.8% | +8.1% |
| 3Y | -11.8% | +30.9% | -42.7% | -25.1% |
| All | -11.8% | +32.6% | -44.4% | -25.1% |
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