+132.2%
AG vs MSFU
-20.0%
+152.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.9% | +3.0% | +2.3% |
| 7D | -0.1% | -2.3% | +2.2% | +0.4% |
| 30D | +12.5% | -6.3% | +18.7% | +13.7% |
| 3M | +28.2% | +40.0% | -11.8% | +17.9% |
| 6M | -18.8% | +30.1% | -48.9% | -24.1% |
| YTD | +27.4% | -10.3% | +37.7% | +37.6% |
| 1Y | +132.2% | -19.0% | +151.2% | +151.8% |
| All | +132.2% | -20.0% | +152.2% | +151.8% |
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