+385.8%
CRWD vs MSFU
+71.2%
+314.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.4% |
| 7D | -2.8% | -6.9% | +4.1% | +0.3% |
| 30D | -5.9% | -5.1% | -0.8% | -3.7% |
| 3M | +29.0% | +44.6% | -15.7% | +5.6% |
| 6M | +91.5% | +32.8% | +58.7% | +61.9% |
| YTD | +78.2% | -10.1% | +88.3% | +80.0% |
| 1Y | +96.6% | -19.4% | +116.0% | +108.1% |
| 3Y | +397.0% | +26.2% | +370.8% | +302.5% |
| All | +385.8% | +71.2% | +314.6% | +244.1% |
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 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