+17.5%
DIA vs MSFU
-18.4%
+36.0%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.3% | +1.2% | -1.0% |
| 7D | +0.1% | -3.2% | +3.2% | +0.2% |
| 30D | -2.1% | -3.1% | +1.1% | -1.9% |
| 3M | +4.2% | +35.3% | -31.1% | +2.5% |
| 6M | +11.9% | +31.6% | -19.7% | +9.4% |
| YTD | +10.8% | -9.5% | +20.3% | +9.9% |
| 1Y | +17.5% | -18.4% | +35.9% | +18.7% |
| All | +17.5% | -18.4% | +36.0% | +18.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling