+33.6%
EQT vs MSFU
+26.0%
+7.7%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.1% | -2.8% | -1.7% |
| 7D | -2.0% | -1.8% | -0.2% | -1.9% |
| 30D | 0.0% | +0.5% | -0.5% | -0.1% |
| 3M | +5.9% | +51.9% | -45.9% | +2.1% |
| 6M | -14.8% | +35.0% | -49.7% | -17.2% |
| YTD | +1.8% | -9.0% | +10.8% | +3.2% |
| 1Y | +7.4% | -18.8% | +26.2% | +10.2% |
| 3Y | +33.6% | +25.5% | +8.1% | +31.2% |
| All | +33.6% | +26.0% | +7.7% | +31.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling