+157.0%
EWY vs MSFU
+21.3%
+135.6%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.4% | -2.2% | -1.8% |
| 7D | +4.2% | -2.8% | +7.0% | +4.6% |
| 30D | -10.7% | -5.3% | -5.4% | -9.9% |
| 3M | -20.1% | +7.2% | -27.3% | -21.1% |
| 6M | -24.3% | +51.0% | -75.3% | -30.0% |
| YTD | +46.9% | -1.2% | +48.1% | +45.6% |
| 1Y | +55.2% | -10.3% | +65.5% | +57.1% |
| 3Y | +157.0% | +22.2% | +134.7% | +126.7% |
| All | +157.0% | +21.3% | +135.6% | +126.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling