+25.7%
C vs MSFU
-13.0%
+38.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.1% |
| 7D | +4.2% | -2.8% | +6.9% | +4.4% |
| 30D | +2.0% | -5.3% | +7.3% | +2.4% |
| 3M | -10.1% | +7.2% | -17.4% | -10.8% |
| 6M | +1.0% | +51.0% | -50.0% | -3.2% |
| YTD | +8.5% | -1.2% | +9.7% | +2.4% |
| 1Y | +25.7% | -10.3% | +36.1% | +18.5% |
| All | +25.7% | -13.0% | +38.7% | +18.5% |
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