+26.5%
EOG vs MSFU
-20.6%
+47.0%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.1% |
| 7D | -1.3% | -2.3% | +1.0% | -1.4% |
| 30D | +3.4% | -6.3% | +9.6% | +3.1% |
| 3M | +7.8% | +40.0% | -32.1% | +10.3% |
| 6M | +13.4% | +30.1% | -16.7% | +16.5% |
| YTD | +43.5% | -10.3% | +53.8% | +43.0% |
| All | +26.5% | -20.6% | +47.0% | +28.5% |
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