+60.8%
ENTG vs MSFU
+87.3%
-26.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -0.9% |
| 7D | +22.8% | -4.9% | +27.7% | +24.7% |
| 30D | -4.9% | -9.1% | +4.2% | -2.1% |
| 3M | -4.8% | +8.7% | -13.5% | -8.7% |
| 6M | +5.6% | +48.3% | -42.7% | -13.7% |
| YTD | +82.4% | -1.6% | +84.0% | +74.0% |
| 1Y | +82.9% | -13.6% | +96.4% | +86.6% |
| 3Y | +62.1% | +20.2% | +41.9% | +24.7% |
| All | +60.8% | +87.3% | -26.5% | -14.2% |
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