+295.7%
AMD vs MSFU
+27.8%
+267.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.9% | +12.9% | +11.7% |
| 7D | -11.0% | +2.5% | -13.5% | -11.6% |
| 30D | -30.5% | -1.3% | -29.2% | -29.9% |
| 3M | -8.2% | +8.6% | -16.9% | -11.1% |
| 6M | +6.6% | +48.4% | -41.8% | -10.8% |
| YTD | +109.7% | +1.6% | +108.1% | +102.6% |
| 1Y | +88.9% | -5.8% | +94.7% | +90.2% |
| All | +295.7% | +27.8% | +267.9% | +196.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling