+1,496.1%
APP vs MSFU
+85.8%
+1,410.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -4.8% | +7.1% | +4.7% |
| 7D | +48.9% | -12.7% | +61.6% | +57.5% |
| 30D | +49.4% | -9.0% | +58.4% | +54.7% |
| 3M | +27.0% | +2.9% | +24.1% | +22.0% |
| 6M | -15.4% | +43.5% | -58.9% | -36.3% |
| YTD | -39.9% | -2.4% | -37.5% | -44.6% |
| 1Y | -32.0% | -13.5% | -18.5% | -32.2% |
| 3Y | +824.3% | +19.2% | +805.1% | +596.4% |
| All | +1,496.1% | +85.8% | +1,410.3% | +714.7% |
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