-35.9%
APP vs MSFU
-18.4%
-17.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -4.2% | +6.4% | +3.5% |
| 7D | +0.9% | -5.7% | +6.6% | +2.5% |
| 30D | -23.3% | +4.2% | -27.4% | -24.7% |
| 3M | -42.6% | +27.9% | -70.5% | -48.0% |
| 6M | -33.6% | +37.1% | -70.7% | -42.8% |
| YTD | -52.4% | -7.4% | -45.1% | -56.2% |
| 1Y | -35.9% | -19.6% | -16.3% | -40.5% |
| All | -35.9% | -18.4% | -17.5% | -40.5% |
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