+257.6%
ALAB vs MSFU
+0.8%
+256.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.4% | -3.0% | -2.8% |
| 7D | +16.3% | -2.8% | +19.1% | +17.7% |
| 30D | -26.1% | -5.3% | -20.8% | -24.0% |
| 3M | -31.3% | +7.2% | -38.5% | -33.7% |
| 6M | -1.0% | +51.0% | -52.0% | -22.8% |
| YTD | +33.3% | -1.2% | +34.6% | +28.5% |
| 1Y | +53.5% | -10.3% | +63.9% | +57.1% |
| All | +257.6% | +0.8% | +256.8% | +207.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling