+272.3%
ALAB vs MSFU
-0.4%
+272.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -4.8% | +11.6% | +9.0% |
| 7D | +3.4% | -12.7% | +16.1% | +10.6% |
| 30D | -28.8% | -9.0% | -19.8% | -25.3% |
| 3M | -26.0% | +2.9% | -28.9% | -27.3% |
| 6M | +11.4% | +43.5% | -32.2% | -10.7% |
| YTD | +38.8% | -2.4% | +41.2% | +34.6% |
| 1Y | +37.8% | -13.5% | +51.3% | +44.3% |
| All | +272.3% | -0.4% | +272.7% | +222.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling