+615.7%
CDE vs MSFU
+72.2%
+543.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.3% | -0.4% | -2.1% |
| 7D | +2.3% | -3.2% | +5.4% | +3.1% |
| 30D | +18.8% | -3.1% | +21.9% | +19.5% |
| 3M | +23.5% | +35.3% | -11.8% | +10.5% |
| 6M | -8.6% | +31.6% | -40.2% | -18.6% |
| YTD | +16.0% | -9.5% | +25.5% | +15.5% |
| 1Y | +42.1% | -18.4% | +60.5% | +46.3% |
| 3Y | +835.9% | +26.9% | +809.0% | +702.3% |
| All | +615.7% | +72.2% | +543.4% | +504.1% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling