+108.5%
AMD vs MSFU
-1.7%
+110.1%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.3% | +5.5% | +7.8% | +12.2% |
| 7D | +8.9% | +14.6% | -5.6% | +6.8% |
| 30D | -16.4% | +2.1% | -18.5% | -16.4% |
| 3M | +5.2% | +14.7% | -9.4% | +3.4% |
| 6M | +11.7% | +55.7% | -43.9% | +4.9% |
| YTD | +137.5% | +7.1% | +130.4% | +127.9% |
| All | +108.5% | -1.7% | +110.1% | +112.5% |
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