+13.8%
EEM vs MSFU
-12.2%
+26.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -4.8% | +7.2% | +2.7% |
| 7D | +0.7% | -12.7% | +13.3% | +1.6% |
| 30D | -6.2% | -9.0% | +2.8% | -5.7% |
| 3M | -5.2% | +2.9% | -8.1% | -5.3% |
| 6M | -8.1% | +43.5% | -51.7% | -9.6% |
| YTD | +14.0% | -2.4% | +16.4% | +12.2% |
| 1Y | +13.8% | -13.5% | +27.3% | +12.8% |
| All | +13.8% | -12.2% | +26.1% | +12.8% |
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 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