+9.1%
DIS vs MSFU
+95.0%
-85.9%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.3% | +4.4% | +0.8% |
| 7D | +4.4% | +4.0% | +0.4% | +3.6% |
| 30D | +10.3% | -2.3% | +12.7% | +10.4% |
| 3M | +15.5% | +7.1% | +8.4% | +13.6% |
| 6M | +11.2% | +48.9% | -37.7% | +1.9% |
| YTD | +5.6% | +2.4% | +3.1% | +2.9% |
| 1Y | +7.7% | -8.1% | +15.8% | +7.6% |
| 3Y | +39.3% | +25.2% | +14.1% | +20.1% |
| All | +9.1% | +95.0% | -85.9% | -21.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling