+76.7%
ENTG vs MSFU
-20.0%
+96.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.3% | +1.4% |
| 7D | +8.9% | -2.3% | +11.3% | +8.9% |
| 30D | -0.8% | -6.3% | +5.4% | -0.7% |
| 3M | +6.6% | +40.0% | -33.4% | +7.0% |
| 6M | +22.1% | +30.1% | -8.0% | +21.5% |
| YTD | +70.2% | -10.3% | +80.5% | +75.3% |
| 1Y | +76.7% | -19.0% | +95.7% | +97.3% |
| All | +76.7% | -20.0% | +96.7% | +97.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling