-56.6%
FIG vs MSFU
-18.4%
-38.2%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -2.3% | -3.4% | -4.6% |
| 7D | -16.4% | -3.2% | -13.2% | -15.1% |
| 30D | -2.3% | -3.1% | +0.8% | -0.8% |
| 3M | +7.8% | +35.3% | -27.4% | -9.4% |
| 6M | -21.8% | +31.6% | -53.4% | -33.1% |
| YTD | -39.1% | -9.5% | -29.6% | -40.8% |
| 1Y | -56.6% | -18.4% | -38.2% | -55.0% |
| All | -56.6% | -18.4% | -38.2% | -55.0% |
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