+524.9%
CIEN vs MSFU
+95.0%
+429.9%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.3% | +5.4% | +2.2% |
| 7D | -9.3% | +4.0% | -13.4% | -10.5% |
| 30D | -39.5% | -2.3% | -37.2% | -39.0% |
| 3M | -29.8% | +7.1% | -36.9% | -31.4% |
| 6M | -50.4% | +48.9% | -99.3% | -56.8% |
| YTD | +16.3% | +2.4% | +13.9% | +12.6% |
| 1Y | +30.4% | -8.1% | +38.4% | +31.9% |
| 3Y | +516.6% | +25.2% | +491.4% | +433.5% |
| All | +524.9% | +95.0% | +429.9% | +357.6% |
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