+93.2%
EFA vs MSFU
+85.8%
+7.5%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.8% | +5.0% | +0.9% |
| 7D | -1.0% | -12.7% | +11.7% | +0.6% |
| 30D | +1.6% | -9.0% | +10.6% | +2.6% |
| 3M | -3.2% | +2.9% | -6.1% | -3.9% |
| 6M | +2.5% | +43.5% | -41.1% | -3.4% |
| YTD | +10.7% | -2.4% | +13.1% | +9.4% |
| 1Y | +12.8% | -13.5% | +26.3% | +13.6% |
| 3Y | +66.4% | +19.2% | +47.2% | +51.3% |
| All | +93.2% | +85.8% | +7.5% | +56.9% |
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