+50.0%
ENTG vs MSFU
+70.7%
-20.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.3% | +1.7% |
| 7D | +8.9% | -2.3% | +11.3% | +9.6% |
| 30D | -0.8% | -6.3% | +5.4% | +0.8% |
| 3M | +6.6% | +40.0% | -33.4% | -9.2% |
| 6M | +22.1% | +30.1% | -8.0% | +4.0% |
| YTD | +70.2% | -10.3% | +80.5% | +68.9% |
| 1Y | +76.7% | -19.0% | +95.7% | +84.3% |
| 3Y | +50.5% | +25.8% | +24.7% | +9.8% |
| All | +50.0% | +70.7% | -20.7% | -16.7% |
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