+520.4%
ASX vs MSFU
+97.0%
+423.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -7.4% | -13.4% | -18.7% |
| 7D | -33.3% | +1.0% | -34.3% | -33.4% |
| 30D | -36.5% | +0.6% | -37.1% | -36.4% |
| 3M | -19.2% | +16.4% | -35.6% | -22.5% |
| 6M | -10.2% | +53.0% | -63.2% | -22.0% |
| YTD | +86.5% | +3.5% | +83.0% | +80.4% |
| 1Y | +89.6% | -7.8% | +97.5% | +91.1% |
| 3Y | +298.6% | +35.6% | +263.0% | +220.6% |
| All | +520.4% | +97.0% | +423.4% | +301.5% |
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 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