+676.3%
CIEN vs MSFU
+70.7%
+605.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.7% |
| 7D | -4.6% | -2.3% | -2.2% | -4.3% |
| 30D | -12.8% | -6.3% | -6.6% | -11.9% |
| 3M | -23.1% | +40.0% | -63.0% | -31.4% |
| 6M | +6.1% | +30.1% | -24.0% | -6.0% |
| YTD | +44.5% | -10.3% | +54.9% | +44.6% |
| 1Y | +176.6% | -19.0% | +195.6% | +187.2% |
| 3Y | +601.0% | +25.8% | +575.2% | +500.7% |
| All | +676.3% | +70.7% | +605.6% | +487.5% |
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