+961.6%
DELL vs MSFU
+87.3%
+874.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -1.0% |
| 7D | +17.1% | -4.9% | +22.0% | +18.9% |
| 30D | -35.1% | -9.1% | -26.0% | -33.1% |
| 3M | -23.3% | +8.7% | -32.0% | -26.0% |
| 6M | +55.8% | +48.3% | +7.5% | +32.4% |
| YTD | +198.0% | -1.6% | +199.6% | +188.1% |
| 1Y | +166.6% | -13.6% | +180.2% | +172.6% |
| 3Y | +427.6% | +20.2% | +407.4% | +350.0% |
| All | +961.6% | +87.3% | +874.3% | +665.2% |
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