-4.9%
EQT vs MSFU
-2.2%
-2.6%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +13.5% | -16.7% | -3.1% |
| 7D | -6.6% | +8.2% | -14.8% | -6.4% |
| 30D | +2.7% | +10.2% | -7.5% | +2.9% |
| 3M | -0.2% | +22.9% | -23.1% | 0.0% |
| 6M | -10.6% | +63.2% | -73.8% | -10.1% |
| YTD | -1.2% | +11.7% | -12.9% | +1.0% |
| 1Y | -4.9% | -3.5% | -1.4% | -0.3% |
| All | -4.9% | -2.2% | -2.6% | -0.3% |
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