+99.7%
EMR vs MSFU
+72.2%
+27.4%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.9% | -0.1% |
| 7D | +3.1% | -3.2% | +6.2% | +3.5% |
| 30D | -3.5% | -3.1% | -0.4% | -3.2% |
| 3M | +9.8% | +35.3% | -25.5% | +3.4% |
| 6M | +10.8% | +31.6% | -20.8% | +3.7% |
| YTD | +15.9% | -9.5% | +25.5% | +16.2% |
| 1Y | +16.4% | -18.4% | +34.8% | +19.1% |
| 3Y | +62.1% | +26.9% | +35.2% | +43.6% |
| All | +99.7% | +72.2% | +27.4% | +62.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling