-32.7%
APP vs MSFU
-13.1%
-19.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.8% | -3.6% | -3.0% |
| 7D | +10.6% | -4.9% | +15.5% | +12.1% |
| 30D | +44.6% | -9.1% | +53.7% | +47.1% |
| 3M | +29.6% | +8.7% | +20.9% | +24.0% |
| 6M | -19.8% | +48.3% | -68.0% | -33.2% |
| YTD | -41.6% | -1.6% | -40.0% | -47.3% |
| 1Y | -32.7% | -13.6% | -19.1% | -34.8% |
| All | -32.7% | -13.1% | -19.6% | -34.8% |
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