+63.2%
BLK vs MSFU
+24.6%
+38.7%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -0.9% |
| 7D | -5.2% | -6.9% | +1.8% | -4.1% |
| 30D | -7.0% | -5.1% | -1.9% | -6.4% |
| 3M | +5.7% | +44.6% | -39.0% | -1.3% |
| 6M | +11.0% | +32.8% | -21.8% | +4.0% |
| YTD | +0.9% | -10.1% | +10.9% | +0.8% |
| 1Y | -1.6% | -19.4% | +17.8% | +0.2% |
| All | +63.2% | +24.6% | +38.7% | +38.9% |
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 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