+46.9%
DUK vs MSFU
+24.2%
+22.7%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.7% |
| 7D | -0.1% | -2.3% | +2.2% | -0.2% |
| 30D | +0.2% | -6.3% | +6.5% | 0.0% |
| 3M | -1.9% | +40.0% | -41.8% | +0.1% |
| 6M | -6.5% | +30.1% | -36.6% | -4.8% |
| YTD | +5.4% | -10.3% | +15.8% | +6.2% |
| 1Y | +3.6% | -19.0% | +22.6% | +4.0% |
| All | +46.9% | +24.2% | +22.7% | +45.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling