+51.5%
DOCN vs MSFU
-1.7%
+53.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +5.5% | +2.6% | +6.7% |
| 7D | -12.8% | +14.6% | -27.4% | -15.5% |
| 30D | -41.9% | +2.1% | -44.0% | -41.9% |
| 3M | -36.9% | +14.7% | -51.6% | -38.6% |
| 6M | -52.2% | +55.7% | -107.9% | -56.3% |
| YTD | +62.7% | +7.1% | +55.6% | +60.6% |
| All | +51.5% | -1.7% | +53.2% | +51.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling