+58.8%
FDX vs MSFU
-6.0%
+64.8%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.3% | +4.5% | +0.2% |
| 7D | +0.5% | +4.0% | -3.6% | +0.6% |
| 30D | +9.5% | -2.3% | +11.8% | +9.5% |
| 3M | -1.3% | +7.1% | -8.4% | -1.2% |
| 6M | +5.5% | +48.9% | -43.4% | +8.7% |
| YTD | +38.9% | +2.4% | +36.4% | +41.4% |
| 1Y | +58.8% | -8.1% | +66.9% | +63.0% |
| All | +58.8% | -6.0% | +64.8% | +63.0% |
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