+34.3%
ENTG vs MSFU
+93.3%
-59.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.9% | +4.4% | +3.2% |
| 7D | -17.1% | +2.5% | -19.6% | -18.2% |
| 30D | -23.0% | -1.3% | -21.7% | -22.8% |
| 3M | -10.2% | +8.6% | -18.9% | -13.9% |
| 6M | -17.8% | +48.4% | -66.2% | -32.6% |
| YTD | +52.4% | +1.6% | +50.8% | +44.0% |
| 1Y | +49.8% | -5.8% | +55.6% | +46.5% |
| 3Y | +42.1% | +30.9% | +11.2% | +4.8% |
| All | +34.3% | +93.3% | -59.1% | -29.0% |
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