-39.3%
APP vs MSFU
-6.0%
-33.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.3% | +0.8% | -2.3% |
| 7D | +61.1% | +4.0% | +57.0% | +57.2% |
| 30D | +42.8% | -2.3% | +45.1% | +42.3% |
| 3M | +16.7% | +7.1% | +9.6% | +12.5% |
| 6M | -15.6% | +48.9% | -64.5% | -29.2% |
| YTD | -41.3% | +2.4% | -43.8% | -48.3% |
| 1Y | -39.3% | -8.1% | -31.2% | -44.2% |
| All | -39.3% | -6.0% | -33.3% | -44.2% |
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 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