+1,304.2%
APP vs MSFU
+97.0%
+1,207.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -7.4% | +38.4% | +34.8% |
| 7D | +39.7% | +1.0% | +38.7% | +37.3% |
| 30D | +27.7% | +0.6% | +27.1% | +25.6% |
| 3M | -14.8% | +16.4% | -31.2% | -23.6% |
| 6M | -25.5% | +53.0% | -78.5% | -45.5% |
| YTD | -47.2% | +3.5% | -50.6% | -52.6% |
| 1Y | -42.3% | -7.8% | -34.4% | -44.3% |
| 3Y | +806.8% | +35.6% | +771.2% | +534.9% |
| All | +1,304.2% | +97.0% | +1,207.2% | +597.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling