+427.1%
CRWD vs MSFU
+88.0%
+339.1%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.8% | -1.6% |
| 7D | +4.5% | -2.8% | +7.2% | +5.7% |
| 30D | -9.1% | -5.3% | -3.8% | -7.4% |
| 3M | +0.5% | +7.2% | -6.8% | -3.4% |
| 6M | +61.1% | +51.0% | +10.1% | +28.6% |
| YTD | +93.4% | -1.2% | +94.6% | +85.8% |
| 1Y | +71.1% | -10.3% | +81.4% | +71.9% |
| 3Y | +351.1% | +22.2% | +328.8% | +269.2% |
| All | +427.1% | +88.0% | +339.1% | +255.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling