+968.8%
DELL vs MSFU
+85.8%
+883.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -4.8% | +16.5% | +13.4% |
| 7D | +0.4% | -12.7% | +13.0% | +5.3% |
| 30D | -35.1% | -9.0% | -26.1% | -33.1% |
| 3M | -15.1% | +2.9% | -18.1% | -16.7% |
| 6M | +51.7% | +43.5% | +8.2% | +30.5% |
| YTD | +200.0% | -2.4% | +202.4% | +190.9% |
| 1Y | +172.1% | -13.5% | +185.6% | +177.9% |
| 3Y | +431.2% | +19.2% | +412.0% | +354.3% |
| All | +968.8% | +85.8% | +883.0% | +672.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling