+40.5%
APA vs MSFU
+93.3%
-52.8%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.9% | +4.5% | +2.8% |
| 7D | -15.5% | +2.5% | -18.0% | -15.8% |
| 30D | +2.4% | -1.3% | +3.7% | +2.3% |
| 3M | +22.8% | +8.6% | +14.1% | +21.5% |
| 6M | +17.9% | +48.4% | -30.5% | +12.6% |
| YTD | +87.7% | +1.6% | +86.1% | +88.2% |
| 1Y | +94.2% | -5.8% | +100.0% | +97.0% |
| 3Y | +27.2% | +30.9% | -3.7% | +12.4% |
| All | +40.5% | +93.3% | -52.8% | +16.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling