+97.7%
BLK vs MSFU
+21.3%
+76.3%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.5% |
| 7D | +3.7% | -2.8% | +6.5% | +4.1% |
| 30D | +13.9% | -5.3% | +19.2% | +14.7% |
| 3M | +3.9% | +7.2% | -3.3% | +2.5% |
| 6M | +13.0% | +51.0% | -38.0% | +4.3% |
| YTD | +16.1% | -1.2% | +17.4% | +14.0% |
| 1Y | +16.8% | -10.3% | +27.1% | +16.9% |
| 3Y | +97.7% | +22.2% | +75.4% | +77.0% |
| All | +97.7% | +21.3% | +76.3% | +77.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling