+62.2%
COP vs MSFU
-13.1%
+75.3%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.6% |
| 7D | +3.4% | -4.9% | +8.3% | +3.1% |
| 30D | -0.6% | -9.1% | +8.5% | -0.8% |
| 3M | +10.8% | +8.7% | +2.1% | +11.4% |
| 6M | +19.6% | +48.3% | -28.7% | +21.8% |
| YTD | +52.9% | -1.6% | +54.5% | +48.0% |
| 1Y | +62.2% | -13.6% | +75.8% | +55.1% |
| All | +62.2% | -13.1% | +75.3% | +55.1% |
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