+107.2%
APA vs MSFU
-2.2%
+109.4%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +13.5% | -20.3% | -5.5% |
| 7D | -13.0% | +8.2% | -21.1% | -12.1% |
| 30D | +2.0% | +10.2% | -8.2% | +3.2% |
| 3M | +24.9% | +22.9% | +2.0% | +27.8% |
| 6M | +7.2% | +63.2% | -56.0% | +14.5% |
| YTD | +87.1% | +11.7% | +75.4% | +88.9% |
| 1Y | +107.2% | -3.5% | +110.7% | +103.8% |
| All | +107.2% | -2.2% | +109.4% | +103.8% |
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