-55.4%
APP vs MSFU
-2.2%
-53.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +13.5% | -2.8% | +6.0% |
| 7D | +4.5% | +8.2% | -3.6% | +1.7% |
| 30D | -3.6% | +10.2% | -13.8% | -6.8% |
| 3M | -35.3% | +22.9% | -58.1% | -40.0% |
| 6M | -42.8% | +63.2% | -106.0% | -52.9% |
| YTD | -59.7% | +11.7% | -71.4% | -65.0% |
| 1Y | -55.4% | -3.5% | -51.9% | -58.9% |
| All | -55.4% | -2.2% | -53.1% | -58.9% |
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