+47.9%
ENTG vs MSFU
+72.2%
-24.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.3% | +4.0% | +2.5% |
| 7D | +8.9% | -3.2% | +12.1% | +9.9% |
| 30D | -7.2% | -3.1% | -4.1% | -6.9% |
| 3M | +6.4% | +35.3% | -28.9% | -8.0% |
| 6M | +25.7% | +31.6% | -5.9% | +6.6% |
| YTD | +67.9% | -9.5% | +77.4% | +66.1% |
| 1Y | +72.4% | -18.4% | +90.8% | +79.3% |
| 3Y | +48.4% | +26.9% | +21.5% | +8.0% |
| All | +47.9% | +72.2% | -24.3% | -18.1% |
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