+388.5%
CRWD vs MSFU
+72.2%
+316.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.3% | +0.9% | -0.4% |
| 7D | -2.3% | -3.2% | +0.8% | -0.9% |
| 30D | -2.1% | -3.1% | +1.1% | -0.7% |
| 3M | +27.5% | +35.3% | -7.7% | +7.9% |
| 6M | +95.8% | +31.6% | +64.2% | +66.3% |
| YTD | +79.2% | -9.5% | +88.7% | +80.5% |
| 1Y | +96.3% | -18.4% | +114.7% | +106.5% |
| 3Y | +399.8% | +26.9% | +372.8% | +303.6% |
| All | +388.5% | +72.2% | +316.3% | +245.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling