+32.8%
FAST vs MSFU
-9.0%
+41.8%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.0% | +0.1% |
| 7D | +2.1% | +2.5% | -0.4% | +2.2% |
| 30D | +6.9% | -1.3% | +8.2% | +6.9% |
| 3M | +4.8% | +8.6% | -3.8% | +5.3% |
| 6M | +19.8% | +48.4% | -28.6% | +22.8% |
| YTD | +34.9% | +1.6% | +33.3% | +36.9% |
| 1Y | +32.8% | -5.8% | +38.5% | +34.4% |
| All | +32.8% | -9.0% | +41.8% | +34.4% |
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