+33.8%
DIS vs MSFU
+32.9%
+0.9%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.2% | +2.4% | -1.2% |
| 7D | -2.6% | -5.7% | +3.1% | -1.9% |
| 30D | +3.5% | +4.2% | -0.7% | +2.9% |
| 3M | +6.8% | +27.9% | -21.1% | +3.1% |
| 6M | +3.0% | +37.1% | -34.1% | -2.4% |
| YTD | -6.7% | -7.4% | +0.6% | -6.8% |
| 1Y | -10.1% | -19.6% | +9.5% | -8.1% |
| All | +33.8% | +32.9% | +0.9% | +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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling