+8.5%
CRCL vs MSFU
-9.6%
+18.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.3% | -3.2% | -3.0% |
| 7D | -12.5% | -6.9% | -5.6% | -9.7% |
| 30D | +26.9% | -5.1% | +32.1% | +29.6% |
| 3M | +14.4% | +44.6% | -30.2% | -6.5% |
| 6M | -23.5% | +32.8% | -56.3% | -35.9% |
| YTD | +13.9% | -10.1% | +24.0% | +9.5% |
| 1Y | -20.6% | -19.4% | -1.2% | -18.4% |
| All | +8.5% | -9.6% | +18.1% | +35.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling