+164.9%
ASML vs MSFU
+32.9%
+132.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -4.2% | +8.3% | +5.0% |
| 7D | +1.1% | -5.7% | +6.8% | +2.2% |
| 30D | +2.2% | +4.2% | -2.0% | +0.9% |
| 3M | -2.3% | +27.9% | -30.2% | -8.2% |
| 6M | +23.0% | +37.1% | -14.1% | +10.8% |
| YTD | +61.1% | -7.4% | +68.4% | +63.0% |
| 1Y | +129.1% | -19.6% | +148.7% | +143.8% |
| All | +164.9% | +32.9% | +132.1% | +116.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling