+30.8%
ASML vs MSFU
-10.2%
+41.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -7.4% | -2.0% | -9.3% |
| 7D | -19.0% | +1.0% | -20.1% | -18.9% |
| 30D | -25.9% | +0.6% | -26.5% | -25.8% |
| 3M | -19.1% | +16.4% | -35.4% | -18.6% |
| 6M | -5.7% | +53.0% | -58.7% | -4.1% |
| YTD | +27.6% | +3.5% | +24.1% | +29.5% |
| 1Y | +30.8% | -7.8% | +38.6% | +36.0% |
| All | +30.8% | -10.2% | +41.0% | +36.0% |
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