+143.3%
DELL vs MSFU
-2.2%
+145.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +13.5% | -22.3% | -11.3% |
| 7D | -24.6% | +8.2% | -32.8% | -25.8% |
| 30D | -32.5% | +10.2% | -42.7% | -33.7% |
| 3M | -20.2% | +22.9% | -43.1% | -23.5% |
| 6M | +76.5% | +63.2% | +13.3% | +65.5% |
| YTD | +198.9% | +11.7% | +187.2% | +184.2% |
| 1Y | +143.3% | -3.5% | +146.8% | +141.5% |
| All | +143.3% | -2.2% | +145.5% | +141.5% |
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