+95.8%
EEM vs MSFU
+72.2%
+23.5%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.3% | +2.5% | +0.5% |
| 7D | +3.1% | -3.2% | +6.2% | +3.4% |
| 30D | +4.9% | -3.1% | +8.0% | +5.1% |
| 3M | +5.2% | +35.3% | -30.0% | +0.4% |
| 6M | +20.7% | +31.6% | -10.9% | +14.8% |
| YTD | +26.5% | -9.5% | +36.0% | +26.4% |
| 1Y | +37.8% | -18.4% | +56.3% | +39.8% |
| 3Y | +91.0% | +26.9% | +64.0% | +72.4% |
| All | +95.8% | +72.2% | +23.5% | +66.6% |
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