+10.2%
CVS vs MSFU
+72.2%
-62.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.6% | -0.7% |
| 7D | -1.6% | -3.2% | +1.6% | -1.5% |
| 30D | +0.4% | -3.1% | +3.5% | +0.4% |
| 3M | -0.4% | +35.3% | -35.7% | -0.9% |
| 6M | +25.1% | +31.6% | -6.4% | +24.4% |
| YTD | +23.9% | -9.5% | +33.4% | +25.1% |
| 1Y | +41.1% | -18.4% | +59.5% | +43.3% |
| 3Y | +63.6% | +26.9% | +36.7% | +54.3% |
| All | +10.2% | +72.2% | -62.1% | +0.1% |
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