+147.8%
EWY vs MSFU
-19.1%
+167.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.1% | +2.1% | +3.2% |
| 7D | -0.1% | -1.8% | +1.7% | +0.1% |
| 30D | +7.3% | +0.5% | +6.8% | +7.1% |
| 3M | -5.1% | +51.9% | -57.0% | -8.9% |
| 6M | +42.1% | +35.0% | +7.1% | +37.5% |
| YTD | +94.1% | -9.0% | +103.2% | +96.5% |
| 1Y | +147.8% | -18.8% | +166.6% | +162.3% |
| All | +147.8% | -19.1% | +167.0% | +162.3% |
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