+499.9%
AMD vs MSFU
+76.3%
+423.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -4.2% | +8.9% | +6.5% |
| 7D | +2.6% | -5.7% | +8.3% | +5.0% |
| 30D | -0.9% | +4.2% | -5.1% | -3.4% |
| 3M | -8.7% | +27.9% | -36.6% | -20.7% |
| 6M | +136.3% | +37.1% | +99.2% | +91.3% |
| YTD | +123.0% | -7.4% | +130.4% | +116.8% |
| 1Y | +195.2% | -19.6% | +214.8% | +213.7% |
| 3Y | +336.3% | +33.2% | +303.1% | +200.5% |
| All | +499.9% | +76.3% | +423.6% | +231.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling