+249.6%
ALAB vs MSFU
+9.3%
+240.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.7% | +5.5% | +8.3% | +11.2% |
| 7D | -5.6% | +14.6% | -20.2% | -11.3% |
| 30D | -36.6% | +2.1% | -38.7% | -36.9% |
| 3M | -35.1% | +14.7% | -49.8% | -39.2% |
| 6M | +8.5% | +55.7% | -47.1% | -15.8% |
| YTD | +30.4% | +7.1% | +23.3% | +21.4% |
| 1Y | +31.0% | -0.5% | +31.6% | +27.7% |
| All | +249.6% | +9.3% | +240.3% | +190.5% |
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