+97.9%
EWT vs MSFU
-18.4%
+116.3%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -4.2% | +6.0% | +2.3% |
| 7D | +4.0% | -5.7% | +9.7% | +4.5% |
| 30D | +10.3% | +4.2% | +6.1% | +9.7% |
| 3M | +6.1% | +27.9% | -21.8% | +4.1% |
| 6M | +56.6% | +37.1% | +19.5% | +50.6% |
| YTD | +76.6% | -7.4% | +84.0% | +77.9% |
| 1Y | +97.9% | -19.6% | +117.5% | +106.9% |
| All | +97.9% | -18.4% | +116.3% | +106.9% |
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