+28.9%
ALL vs MSFU
-12.2%
+41.1%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.8% | +5.2% | +0.3% |
| 7D | -2.6% | -12.7% | +10.1% | -2.9% |
| 30D | +12.7% | -9.0% | +21.7% | +12.5% |
| 3M | +0.4% | +2.9% | -2.5% | +0.5% |
| 6M | +23.8% | +43.5% | -19.8% | +25.3% |
| YTD | +27.8% | -2.4% | +30.2% | +28.1% |
| 1Y | +28.9% | -13.5% | +42.4% | +28.6% |
| All | +28.9% | -12.2% | +41.1% | +28.6% |
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