+71.6%
CRH vs MSFU
+26.0%
+45.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.1% | +0.8% |
| 7D | -6.1% | -1.8% | -4.3% | -5.8% |
| 30D | -9.3% | +0.5% | -9.8% | -9.4% |
| 3M | -15.2% | +51.9% | -67.0% | -21.5% |
| 6M | -14.2% | +35.0% | -49.2% | -19.8% |
| YTD | -28.3% | -9.0% | -19.2% | -26.9% |
| 1Y | -21.8% | -18.8% | -3.0% | -18.2% |
| 3Y | +71.6% | +25.5% | +46.1% | +44.1% |
| All | +71.6% | +26.0% | +45.7% | +44.1% |
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