+99.7%
AMZN vs MSFU
+76.3%
+23.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.2% | +4.0% | +1.4% |
| 7D | -3.0% | -5.7% | +2.7% | -0.9% |
| 30D | -5.2% | +4.2% | -9.4% | -7.0% |
| 3M | +1.9% | +27.9% | -26.0% | -9.2% |
| 6M | +19.2% | +37.1% | -17.9% | +0.8% |
| YTD | +12.0% | -7.4% | +19.4% | +10.6% |
| 1Y | +9.7% | -19.6% | +29.3% | +14.9% |
| 3Y | +87.2% | +33.2% | +54.0% | +39.6% |
| All | +99.7% | +76.3% | +23.3% | +23.7% |
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