+110.5%
CNC vs MSFU
-2.2%
+112.7%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +13.5% | -0.8% | +12.2% |
| 7D | +13.4% | +8.2% | +5.2% | +12.8% |
| 30D | +18.2% | +10.2% | +8.0% | +17.7% |
| 3M | +18.6% | +22.9% | -4.3% | +18.3% |
| 6M | +41.9% | +63.2% | -21.3% | +43.8% |
| YTD | +84.7% | +11.7% | +73.0% | +76.5% |
| 1Y | +110.5% | -3.5% | +114.0% | +100.1% |
| All | +110.5% | -2.2% | +112.7% | +100.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling