+164.3%
EWY vs MSFU
-18.4%
+182.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -4.2% | +8.8% | +5.0% |
| 7D | +4.8% | -5.7% | +10.5% | +5.3% |
| 30D | +11.7% | +4.2% | +7.5% | +11.0% |
| 3M | -7.4% | +27.9% | -35.3% | -8.6% |
| 6M | +40.6% | +37.1% | +3.4% | +35.9% |
| YTD | +94.3% | -7.4% | +101.6% | +96.3% |
| 1Y | +164.3% | -19.6% | +183.9% | +180.2% |
| All | +164.3% | -18.4% | +182.7% | +180.2% |
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 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