+8.3%
DIS vs MSFU
-2.2%
+10.5%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +13.5% | -9.3% | +3.4% |
| 7D | +9.1% | +8.2% | +0.9% | +8.5% |
| 30D | +14.8% | +10.2% | +4.6% | +14.0% |
| 3M | +21.2% | +22.9% | -1.7% | +19.5% |
| 6M | +18.3% | +63.2% | -44.9% | +14.9% |
| YTD | +5.4% | +11.7% | -6.4% | +2.0% |
| 1Y | +8.3% | -3.5% | +11.8% | +6.7% |
| All | +8.3% | -2.2% | +10.5% | +6.7% |
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