+22.7%
C vs MSFU
-1.7%
+24.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +5.5% | -3.0% | +1.9% |
| 7D | -0.9% | +14.6% | -15.5% | -2.2% |
| 30D | -5.4% | +2.1% | -7.5% | -5.7% |
| 3M | -9.2% | +14.7% | -23.8% | -10.5% |
| 6M | -1.8% | +55.7% | -57.5% | -6.1% |
| YTD | +6.7% | +7.1% | -0.4% | +0.4% |
| All | +22.7% | -1.7% | +24.3% | +15.9% |
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 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