+1,428.7%
DELL vs MSFU
+70.7%
+1,358.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.1% | +0.6% |
| 7D | +8.7% | -2.3% | +11.1% | +9.6% |
| 30D | +16.9% | -6.3% | +23.2% | +19.0% |
| 3M | +40.4% | +40.0% | +0.5% | +20.4% |
| 6M | +267.1% | +30.1% | +237.0% | +223.9% |
| YTD | +329.1% | -10.3% | +339.4% | +330.4% |
| 1Y | +346.9% | -19.0% | +365.9% | +366.4% |
| 3Y | +696.6% | +25.8% | +670.8% | +571.9% |
| All | +1,428.7% | +70.7% | +1,358.0% | +1,043.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling