+594.5%
AMD vs MSFU
+85.8%
+508.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -4.8% | +12.1% | +9.4% |
| 7D | +13.1% | -12.7% | +25.8% | +20.4% |
| 30D | -7.0% | -9.0% | +2.0% | -2.7% |
| 3M | +16.6% | +2.9% | +13.6% | +14.3% |
| 6M | +20.5% | +43.5% | -23.0% | -2.8% |
| YTD | +158.2% | -2.4% | +160.6% | +145.2% |
| 1Y | +132.8% | -13.5% | +146.3% | +138.0% |
| 3Y | +366.2% | +19.2% | +347.0% | +254.6% |
| All | +594.5% | +85.8% | +508.8% | +274.8% |
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