+178.6%
ADI vs MSFU
+95.0%
+83.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.3% | +4.0% | +0.5% |
| 7D | -6.3% | +4.0% | -10.4% | -7.1% |
| 30D | -3.2% | -2.3% | -0.9% | -2.8% |
| 3M | +2.8% | +7.1% | -4.4% | +0.9% |
| 6M | -5.0% | +48.9% | -53.9% | -14.9% |
| YTD | +46.3% | +2.4% | +43.9% | +43.5% |
| 1Y | +71.6% | -8.1% | +79.7% | +74.4% |
| 3Y | +139.2% | +25.2% | +114.0% | +101.9% |
| All | +178.6% | +95.0% | +83.6% | +90.6% |
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