+170.8%
B vs MSFU
+87.3%
+83.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.8% | -4.0% | -3.2% |
| 7D | -6.2% | -4.9% | -1.3% | -5.5% |
| 30D | -6.6% | -9.1% | +2.5% | -5.5% |
| 3M | -7.9% | +8.7% | -16.6% | -9.0% |
| 6M | -16.8% | +48.3% | -65.1% | -22.0% |
| YTD | -11.7% | -1.6% | -10.1% | -13.1% |
| 1Y | +3.5% | -13.6% | +17.1% | +3.7% |
| 3Y | +165.7% | +20.2% | +145.5% | +141.5% |
| All | +170.8% | +87.3% | +83.5% | +111.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling