+640.6%
ASX vs MSFU
+95.0%
+545.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -4.3% | +7.6% | +4.5% |
| 7D | -9.1% | +4.0% | -13.2% | -10.0% |
| 30D | -23.6% | -2.3% | -21.3% | -22.9% |
| 3M | -5.6% | +7.1% | -12.7% | -7.5% |
| 6M | +4.7% | +48.9% | -44.2% | -8.3% |
| YTD | +122.6% | +2.4% | +120.1% | +115.8% |
| 1Y | +133.0% | -8.1% | +141.1% | +134.7% |
| 3Y | +367.1% | +25.2% | +342.0% | +287.4% |
| All | +640.6% | +95.0% | +545.6% | +380.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling