+79.1%
DOCN vs MSFU
+93.3%
-14.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.9% | +4.4% | +3.3% |
| 7D | -19.2% | +2.5% | -21.6% | -20.4% |
| 30D | -43.1% | -1.3% | -41.8% | -42.7% |
| 3M | -40.7% | +8.6% | -49.3% | -43.1% |
| 6M | -55.0% | +48.4% | -103.4% | -63.4% |
| YTD | +50.6% | +1.6% | +49.1% | +43.0% |
| 1Y | +54.0% | -5.8% | +59.7% | +51.2% |
| 3Y | +203.9% | +30.9% | +173.0% | +123.3% |
| All | +79.1% | +93.3% | -14.2% | +1.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling