+26.9%
ALL vs MSFU
-1.7%
+28.6%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.5% | -5.9% | -0.3% |
| 7D | -3.9% | +14.6% | -18.5% | -3.5% |
| 30D | +10.6% | +2.1% | +8.5% | +10.7% |
| 3M | -4.6% | +14.7% | -19.2% | -4.2% |
| 6M | +20.2% | +55.7% | -35.5% | +21.8% |
| YTD | +23.7% | +7.1% | +16.6% | +24.5% |
| All | +26.9% | -1.7% | +28.6% | +27.5% |
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 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