+129.1%
ASML vs MSFU
-18.4%
+147.5%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -4.2% | +8.3% | +4.1% |
| 7D | +1.1% | -5.7% | +6.8% | +1.1% |
| 30D | +2.2% | +4.2% | -2.0% | +2.2% |
| 3M | -2.3% | +27.9% | -30.2% | -1.0% |
| 6M | +23.0% | +37.1% | -14.1% | +22.9% |
| YTD | +61.1% | -7.4% | +68.4% | +64.2% |
| 1Y | +129.1% | -19.6% | +148.7% | +142.7% |
| All | +129.1% | -18.4% | +147.5% | +142.7% |
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 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