+642.1%
ASX vs MSFU
+88.0%
+554.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.4% | -2.4% | -2.1% |
| 7D | +12.4% | -2.8% | +15.2% | +13.1% |
| 30D | -19.8% | -5.3% | -14.5% | -18.5% |
| 3M | -10.3% | +7.2% | -17.6% | -12.2% |
| 6M | +1.2% | +51.0% | -49.8% | -12.0% |
| YTD | +123.0% | -1.2% | +124.3% | +118.1% |
| 1Y | +145.4% | -10.3% | +155.8% | +148.2% |
| 3Y | +368.6% | +22.2% | +346.4% | +289.9% |
| All | +642.1% | +88.0% | +554.1% | +385.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling