+33.9%
DAL vs MSFU
-18.4%
+52.3%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.2% | +6.0% | +2.0% |
| 7D | +0.1% | -5.7% | +5.8% | +0.4% |
| 30D | -13.9% | +4.2% | -18.1% | -14.2% |
| 3M | +1.1% | +27.9% | -26.8% | -0.6% |
| 6M | +26.2% | +37.1% | -10.9% | +22.5% |
| YTD | +16.4% | -7.4% | +23.8% | +11.1% |
| 1Y | +33.9% | -19.6% | +53.5% | +28.6% |
| All | +33.9% | -18.4% | +52.3% | +28.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling