+856.4%
DELL vs MSFU
+95.0%
+761.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.3% | +0.9% | -1.9% |
| 7D | -18.1% | +4.0% | -22.2% | -19.6% |
| 30D | -42.9% | -2.3% | -40.5% | -42.4% |
| 3M | -26.9% | +7.1% | -34.0% | -29.1% |
| 6M | +28.8% | +48.9% | -20.1% | +9.6% |
| YTD | +168.4% | +2.4% | +166.0% | +156.6% |
| 1Y | +136.8% | -8.1% | +144.9% | +137.0% |
| 3Y | +375.3% | +25.2% | +350.2% | +300.6% |
| All | +856.4% | +95.0% | +761.3% | +581.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling