+683.0%
ASX vs MSFU
+76.3%
+606.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.2% | +4.4% | +1.3% |
| 7D | -0.7% | -5.7% | +5.0% | +0.8% |
| 30D | +2.0% | +4.2% | -2.2% | +0.6% |
| 3M | -1.3% | +27.9% | -29.2% | -8.8% |
| 6M | +71.4% | +37.1% | +34.3% | +51.7% |
| YTD | +135.3% | -7.4% | +142.7% | +134.1% |
| 1Y | +267.5% | -19.6% | +287.1% | +282.1% |
| 3Y | +388.5% | +33.2% | +355.3% | +287.4% |
| All | +683.0% | +76.3% | +606.7% | +421.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling