-31.9%
CORZ vs MSFU
-6.0%
-26.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -4.3% | +7.6% | +4.4% |
| 7D | -7.8% | +4.0% | -11.8% | -9.2% |
| 30D | -14.8% | -2.3% | -12.5% | -14.2% |
| 3M | -32.5% | +7.1% | -39.6% | -33.9% |
| 6M | -42.7% | +48.9% | -91.6% | -50.1% |
| YTD | -9.8% | +2.4% | -12.3% | -19.6% |
| 1Y | -31.9% | -8.1% | -23.8% | -38.9% |
| All | -31.9% | -6.0% | -26.0% | -38.9% |
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