+27.1%
EQT vs MSFU
+72.2%
-45.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.2% | +0.2% |
| 7D | -0.8% | -3.2% | +2.3% | -0.5% |
| 30D | +6.6% | -3.1% | +9.8% | +6.9% |
| 3M | +4.4% | +35.3% | -30.9% | +0.4% |
| 6M | -10.5% | +31.6% | -42.1% | -14.1% |
| YTD | +3.7% | -9.5% | +13.3% | +4.6% |
| 1Y | +9.9% | -18.4% | +28.3% | +12.3% |
| 3Y | +35.4% | +26.9% | +8.4% | +22.5% |
| All | +27.1% | +72.2% | -45.2% | +7.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling