+241.9%
CORZ vs MSFU
+10.8%
+231.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.9% | +5.2% | +4.2% |
| 7D | -11.2% | +2.5% | -13.7% | -12.9% |
| 30D | -26.2% | -1.3% | -24.9% | -26.0% |
| 3M | -44.1% | +8.6% | -52.8% | -47.0% |
| 6M | -52.3% | +48.4% | -100.7% | -62.5% |
| YTD | -19.2% | +1.6% | -20.8% | -24.4% |
| 1Y | -42.9% | -5.8% | -37.1% | -44.4% |
| All | +241.9% | +10.8% | +231.0% | +177.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling