+11.9%
AG vs MSFU
-13.0%
+24.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.4% | -2.8% | -2.5% |
| 7D | -10.0% | -2.8% | -7.2% | -9.4% |
| 30D | -10.5% | -5.3% | -5.2% | -9.5% |
| 3M | -27.3% | +7.2% | -34.5% | -28.2% |
| 6M | -43.0% | +51.0% | -94.0% | -47.7% |
| YTD | -17.9% | -1.2% | -16.7% | -12.5% |
| 1Y | +11.9% | -10.3% | +22.2% | +26.4% |
| All | +11.9% | -13.0% | +24.9% | +26.4% |
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