+10.3%
AVGO vs MSFU
-19.3%
+29.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.3% | +5.3% | +3.3% |
| 7D | -0.3% | -3.2% | +2.9% | +0.1% |
| 30D | -13.8% | -3.1% | -10.7% | -13.6% |
| 3M | -6.9% | +35.3% | -42.2% | -11.2% |
| 6M | +11.9% | +31.6% | -19.7% | +5.1% |
| YTD | +6.9% | -9.5% | +16.4% | +10.0% |
| All | +10.3% | -19.3% | +29.5% | +21.0% |
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