+10.7%
BABA vs MSFU
+88.0%
-77.3%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | 0.0% |
| 7D | -13.8% | -2.8% | -11.0% | -13.5% |
| 30D | -15.1% | -5.3% | -9.8% | -14.7% |
| 3M | -22.7% | +7.2% | -30.0% | -23.9% |
| 6M | -34.7% | +51.0% | -85.7% | -39.4% |
| YTD | -35.0% | -1.2% | -33.8% | -36.6% |
| 1Y | -40.4% | -10.3% | -30.1% | -41.0% |
| 3Y | +21.9% | +22.2% | -0.3% | +8.4% |
| All | +10.7% | +88.0% | -77.3% | -11.2% |
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 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