-14.8%
CRH vs MSFU
-2.2%
-12.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +13.5% | -7.8% | +5.4% |
| 7D | +14.2% | +8.2% | +6.0% | +14.0% |
| 30D | +19.5% | +10.2% | +9.3% | +19.4% |
| 3M | +0.4% | +22.9% | -22.5% | +0.1% |
| 6M | -10.1% | +63.2% | -73.3% | -9.6% |
| YTD | -19.9% | +11.7% | -31.7% | -18.4% |
| 1Y | -14.8% | -3.5% | -11.3% | -11.9% |
| All | -14.8% | -2.2% | -12.6% | -11.9% |
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