+17.8%
AVGO vs MSFU
-18.4%
+36.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.2% | +4.4% | +0.8% |
| 7D | -3.0% | -5.7% | +2.7% | -2.2% |
| 30D | -14.4% | +4.2% | -18.6% | -15.1% |
| 3M | -14.4% | +27.9% | -42.3% | -16.9% |
| 6M | +13.1% | +37.1% | -24.0% | +6.0% |
| YTD | +3.8% | -7.4% | +11.2% | +5.1% |
| 1Y | +17.8% | -19.6% | +37.4% | +27.1% |
| All | +17.8% | -18.4% | +36.2% | +27.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling