+178.0%
DOCN vs MSFU
+76.3%
+101.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -4.2% | +7.0% | +4.5% |
| 7D | +1.1% | -5.7% | +6.8% | +3.4% |
| 30D | -9.6% | +4.2% | -13.8% | -11.8% |
| 3M | -37.7% | +27.9% | -65.6% | -45.3% |
| 6M | +115.2% | +37.1% | +78.1% | +78.3% |
| YTD | +133.7% | -7.4% | +141.1% | +130.8% |
| 1Y | +250.2% | -19.6% | +269.8% | +266.4% |
| 3Y | +320.3% | +33.2% | +287.1% | +198.3% |
| All | +178.0% | +76.3% | +101.6% | +63.0% |
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 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