-25.5%
APP vs MSFU
+50.1%
-75.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -7.4% | +38.4% | +32.4% |
| 7D | +39.7% | +1.0% | +38.7% | +37.6% |
| 30D | +27.7% | +0.6% | +27.1% | +25.9% |
| 3M | -14.8% | +16.4% | -31.2% | -19.0% |
| 6M | -25.5% | +53.0% | -78.5% | -33.9% |
| All | -25.5% | +50.1% | -75.6% | -33.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling