+1,172.1%
CRDO vs MSFU
+73.2%
+1,098.9%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | +1.1% |
| 7D | -4.5% | -1.8% | -2.7% | -3.7% |
| 30D | -39.2% | +0.5% | -39.7% | -39.6% |
| 3M | -38.5% | +51.9% | -90.3% | -51.8% |
| 6M | +40.6% | +35.0% | +5.6% | +13.3% |
| YTD | +13.2% | -9.0% | +22.3% | +11.5% |
| 1Y | +2.3% | -18.8% | +21.1% | +8.1% |
| 3Y | +942.5% | +25.5% | +917.0% | +717.0% |
| All | +1,172.1% | +73.2% | +1,098.9% | +727.9% |
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 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