+885.4%
DELL vs MSFU
+88.0%
+797.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.4% | -7.6% | -7.3% |
| 7D | +4.9% | -2.8% | +7.6% | +5.7% |
| 30D | -32.1% | -5.3% | -26.8% | -31.1% |
| 3M | -30.2% | +7.2% | -37.5% | -32.4% |
| 6M | +41.7% | +51.0% | -9.3% | +19.6% |
| YTD | +176.6% | -1.2% | +177.8% | +167.1% |
| 1Y | +159.9% | -10.3% | +170.3% | +161.3% |
| 3Y | +388.0% | +22.2% | +365.8% | +313.8% |
| All | +885.4% | +88.0% | +797.4% | +609.3% |
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