+11.4%
B vs MSFU
-12.2%
+23.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.8% | +3.2% | -1.0% |
| 7D | -2.7% | -12.7% | +10.0% | -1.1% |
| 30D | -4.3% | -9.0% | +4.7% | -3.4% |
| 3M | -2.3% | +2.9% | -5.2% | -2.6% |
| 6M | -16.2% | +43.5% | -59.8% | -19.7% |
| YTD | -8.8% | -2.4% | -6.4% | -8.3% |
| 1Y | +11.4% | -13.5% | +24.8% | +14.4% |
| All | +11.4% | -12.2% | +23.6% | +14.4% |
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