+43.3%
DIS vs MSFU
+32.6%
+10.7%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.5% | -0.2% |
| 7D | +5.2% | +2.5% | +2.8% | +4.8% |
| 30D | +11.5% | -1.3% | +12.7% | +11.4% |
| 3M | +11.5% | +8.6% | +2.9% | +10.0% |
| 6M | +8.9% | +48.4% | -39.5% | +2.6% |
| YTD | +3.4% | +1.6% | +1.8% | +1.9% |
| 1Y | +7.2% | -5.8% | +13.0% | +7.0% |
| 3Y | +43.3% | +30.9% | +12.4% | +32.9% |
| All | +43.3% | +32.6% | +10.7% | +32.9% |
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