-4.6%
CARR vs MSFU
-18.4%
+13.8%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.2% | +5.2% | +0.9% |
| 7D | +1.6% | -5.7% | +7.3% | +1.2% |
| 30D | -8.7% | +4.2% | -12.9% | -8.5% |
| 3M | -12.6% | +27.9% | -40.5% | -10.7% |
| 6M | -1.5% | +37.1% | -38.7% | +0.8% |
| YTD | +14.3% | -7.4% | +21.7% | +15.7% |
| 1Y | -4.6% | -19.6% | +15.0% | +0.2% |
| All | -4.6% | -18.4% | +13.8% | +0.2% |
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 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