+27.2%
B vs MSFU
-9.0%
+36.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +0.8% |
| 7D | +9.6% | +2.5% | +7.1% | +9.2% |
| 30D | +3.5% | -1.3% | +4.8% | +3.5% |
| 3M | -1.6% | +8.6% | -10.2% | -2.6% |
| 6M | -1.7% | +48.4% | -50.1% | -6.4% |
| YTD | -5.3% | +1.6% | -6.9% | -4.3% |
| 1Y | +27.2% | -5.8% | +33.0% | +32.2% |
| All | +27.2% | -9.0% | +36.3% | +32.2% |
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 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