+6.8%
DVN vs MSFU
+24.2%
-17.4%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.1% | +1.3% |
| 7D | -0.1% | -2.3% | +2.2% | 0.0% |
| 30D | +8.0% | -6.3% | +14.2% | +8.4% |
| 3M | +11.9% | +40.0% | -28.0% | +9.2% |
| 6M | +10.6% | +30.1% | -19.5% | +8.5% |
| YTD | +35.4% | -10.3% | +45.7% | +38.3% |
| 1Y | +46.5% | -19.0% | +65.5% | +51.5% |
| All | +6.8% | +24.2% | -17.4% | -2.8% |
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