+38.6%
DVN vs MSFU
-18.4%
+57.0%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.2% | +2.7% | -1.7% |
| 7D | +1.5% | -5.7% | +7.2% | +1.2% |
| 30D | +14.2% | +4.2% | +10.0% | +14.5% |
| 3M | +5.2% | +27.9% | -22.7% | +7.3% |
| 6M | +11.9% | +37.1% | -25.2% | +16.2% |
| YTD | +32.8% | -7.4% | +40.2% | +34.3% |
| 1Y | +38.6% | -19.6% | +58.2% | +41.1% |
| All | +38.6% | -18.4% | +57.0% | +41.1% |
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