+131.7%
AG vs MSFU
-18.4%
+150.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.2% | +2.2% | -1.1% |
| 7D | +1.0% | -5.7% | +6.7% | +2.2% |
| 30D | +19.2% | +4.2% | +15.0% | +17.9% |
| 3M | +6.2% | +27.9% | -21.8% | +0.9% |
| 6M | -26.7% | +37.1% | -63.8% | -32.5% |
| YTD | +26.1% | -7.4% | +33.5% | +35.0% |
| 1Y | +131.7% | -19.6% | +151.3% | +159.2% |
| All | +131.7% | -18.4% | +150.1% | +159.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling