+1,424.8%
DELL vs MSFU
+72.2%
+1,352.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.3% | +4.2% | +2.7% |
| 7D | +25.6% | -3.2% | +28.8% | +26.8% |
| 30D | +17.7% | -3.1% | +20.8% | +18.4% |
| 3M | +33.4% | +35.3% | -1.8% | +16.2% |
| 6M | +266.2% | +31.6% | +234.6% | +221.8% |
| YTD | +328.0% | -9.5% | +337.5% | +328.0% |
| 1Y | +339.6% | -18.4% | +358.0% | +357.7% |
| 3Y | +694.6% | +26.9% | +667.7% | +568.1% |
| All | +1,424.8% | +72.2% | +1,352.6% | +1,036.7% |
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 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