-34.1%
CORZ vs MSFU
-1.7%
-32.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +5.5% | +2.7% | +6.6% |
| 7D | +1.7% | +14.6% | -12.9% | -2.4% |
| 30D | -17.5% | +2.1% | -19.6% | -17.8% |
| 3M | -39.5% | +14.7% | -54.1% | -41.9% |
| 6M | -44.5% | +55.7% | -100.2% | -52.2% |
| YTD | -12.6% | +7.1% | -19.7% | -23.0% |
| All | -34.1% | -1.7% | -32.4% | -41.5% |
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 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