+65.1%
DLR vs MSFU
+93.3%
-28.3%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | +0.1% |
| 7D | -3.6% | +2.5% | -6.1% | -4.1% |
| 30D | -3.5% | -1.3% | -2.2% | -3.4% |
| 3M | -8.9% | +8.6% | -17.6% | -10.7% |
| 6M | -11.6% | +48.4% | -60.0% | -19.6% |
| YTD | +14.9% | +1.6% | +13.3% | +12.3% |
| 1Y | +6.4% | -5.8% | +12.2% | +5.9% |
| 3Y | +47.3% | +30.9% | +16.3% | +23.8% |
| All | +65.1% | +93.3% | -28.3% | +11.1% |
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