-47.3%
DOCS vs MSFU
-2.2%
-45.1%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +13.5% | -7.1% | +3.3% |
| 7D | +1.2% | +8.2% | -6.9% | -0.7% |
| 30D | +21.3% | +10.2% | +11.1% | +18.4% |
| 3M | +58.4% | +22.9% | +35.5% | +50.8% |
| 6M | +39.3% | +63.2% | -23.9% | +23.9% |
| YTD | -21.7% | +11.7% | -33.4% | -31.7% |
| 1Y | -47.3% | -3.5% | -43.8% | -55.0% |
| All | -47.3% | -2.2% | -45.1% | -55.0% |
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 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