+1,347.0%
DELL vs MSFU
+71.2%
+1,275.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.3% | -5.6% | -5.5% |
| 7D | -1.9% | -6.9% | +5.1% | +0.5% |
| 30D | +14.9% | -5.1% | +20.0% | +16.5% |
| 3M | +37.2% | +44.6% | -7.4% | +16.1% |
| 6M | +254.0% | +32.8% | +221.2% | +209.8% |
| YTD | +306.1% | -10.1% | +316.2% | +307.0% |
| 1Y | +312.3% | -19.4% | +331.7% | +331.2% |
| 3Y | +654.0% | +26.2% | +627.8% | +535.3% |
| All | +1,347.0% | +71.2% | +1,275.8% | +980.7% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling