+269.8%
CORZ vs MSFU
+16.9%
+252.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +5.5% | +2.7% | +5.7% |
| 7D | +1.7% | +14.6% | -12.9% | -5.0% |
| 30D | -17.5% | +2.1% | -19.6% | -18.3% |
| 3M | -39.5% | +14.7% | -54.1% | -43.9% |
| 6M | -44.5% | +55.7% | -100.2% | -57.1% |
| YTD | -12.6% | +7.1% | -19.7% | -20.0% |
| 1Y | -37.0% | -0.5% | -36.5% | -40.1% |
| All | +269.8% | +16.9% | +252.9% | +193.9% |
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