+3.1%
AON vs MSFU
+19.9%
-16.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.8% | +4.8% | +0.3% |
| 7D | -2.4% | -12.7% | +10.3% | -1.7% |
| 30D | +22.8% | -9.0% | +31.8% | +23.3% |
| 3M | -5.3% | +2.9% | -8.3% | -5.7% |
| 6M | +8.4% | +43.5% | -35.2% | +5.4% |
| YTD | -3.9% | -2.4% | -1.5% | -5.2% |
| 1Y | -3.1% | -13.5% | +10.4% | -3.7% |
| All | +3.1% | +19.9% | -16.8% | -8.2% |
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