+50.8%
CDE vs MSFU
-18.4%
+69.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.2% | +2.3% | -1.0% |
| 7D | +0.5% | -5.7% | +6.2% | +1.8% |
| 30D | +21.9% | +4.2% | +17.7% | +20.3% |
| 3M | +14.9% | +27.9% | -13.0% | +8.2% |
| 6M | -10.5% | +37.1% | -47.6% | -18.9% |
| YTD | +19.3% | -7.4% | +26.6% | +23.6% |
| 1Y | +50.8% | -19.6% | +70.4% | +67.4% |
| All | +50.8% | -18.4% | +69.2% | +67.4% |
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