+612.9%
CDE vs MSFU
+73.2%
+539.7%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | 0.0% | +0.9% |
| 7D | -3.1% | -1.8% | -1.3% | -2.6% |
| 30D | +9.5% | +0.5% | +9.0% | +9.1% |
| 3M | +25.5% | +51.9% | -26.4% | +8.3% |
| 6M | -7.9% | +35.0% | -42.8% | -18.6% |
| YTD | +15.6% | -9.0% | +24.6% | +14.9% |
| 1Y | +34.0% | -18.8% | +52.9% | +38.3% |
| 3Y | +791.9% | +25.5% | +766.4% | +666.9% |
| All | +612.9% | +73.2% | +539.7% | +500.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling