+149.0%
EBAY vs MSFU
+70.7%
+78.3%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.9% |
| 7D | -3.0% | -2.3% | -0.6% | -2.7% |
| 30D | -3.6% | -6.3% | +2.6% | -2.7% |
| 3M | -4.4% | +40.0% | -44.4% | -10.9% |
| 6M | +12.1% | +30.1% | -18.0% | +4.8% |
| YTD | +19.9% | -10.3% | +30.3% | +20.0% |
| 1Y | +13.4% | -19.0% | +32.4% | +16.4% |
| 3Y | +150.5% | +25.8% | +124.7% | +120.6% |
| All | +149.0% | +70.7% | +78.3% | +92.4% |
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