+243.4%
CEG vs MSFU
+103.9%
+139.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +5.5% | +5.0% | +9.2% |
| 7D | +7.3% | +14.6% | -7.3% | +3.6% |
| 30D | -7.4% | +2.1% | -9.5% | -8.2% |
| 3M | +2.5% | +14.7% | -12.2% | -1.5% |
| 6M | -8.8% | +55.7% | -64.5% | -20.5% |
| YTD | -21.5% | +7.1% | -28.6% | -24.6% |
| 1Y | -22.5% | -0.5% | -22.0% | -23.8% |
| 3Y | +133.3% | +35.7% | +97.6% | +100.2% |
| All | +243.4% | +103.9% | +139.5% | +160.3% |
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