+44.2%
EOG vs MSFU
-2.2%
+46.4%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +13.5% | -18.7% | -4.3% |
| 7D | -8.6% | +8.2% | -16.8% | -7.9% |
| 30D | +2.8% | +10.2% | -7.4% | +3.6% |
| 3M | +3.2% | +22.9% | -19.7% | +4.8% |
| 6M | +5.3% | +63.2% | -57.9% | +9.1% |
| YTD | +44.5% | +11.7% | +32.8% | +46.3% |
| 1Y | +44.2% | -3.5% | +47.7% | +47.2% |
| All | +44.2% | -2.2% | +46.4% | +47.2% |
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 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