+62.4%
EWY vs MSFU
-2.2%
+64.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +13.5% | -15.4% | -3.1% |
| 7D | -8.3% | +8.2% | -16.5% | -9.0% |
| 30D | -20.5% | +10.2% | -30.7% | -21.3% |
| 3M | -11.1% | +22.9% | -34.0% | -12.9% |
| 6M | -7.0% | +63.2% | -70.2% | -10.1% |
| YTD | +56.5% | +11.7% | +44.7% | +54.9% |
| 1Y | +62.4% | -3.5% | +65.9% | +67.7% |
| All | +62.4% | -2.2% | +64.6% | +67.7% |
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