+72.3%
EEM vs MSFU
+95.0%
-22.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.3% | +3.6% | -0.2% |
| 7D | -0.9% | +4.0% | -4.9% | -1.4% |
| 30D | -9.3% | -2.3% | -7.0% | -9.2% |
| 3M | -7.1% | +7.1% | -14.2% | -8.1% |
| 6M | -10.4% | +48.9% | -59.3% | -15.9% |
| YTD | +11.3% | +2.4% | +8.8% | +9.3% |
| 1Y | +11.3% | -8.1% | +19.3% | +11.2% |
| 3Y | +69.6% | +25.2% | +44.5% | +54.6% |
| All | +72.3% | +95.0% | -22.8% | +44.1% |
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 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