-51.1%
FIS vs MSFU
-2.2%
-48.9%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | +13.5% | -37.1% | -24.4% |
| 7D | -18.4% | +8.2% | -26.6% | -18.8% |
| 30D | -11.4% | +10.2% | -21.6% | -12.1% |
| 3M | -32.0% | +22.9% | -54.9% | -33.8% |
| 6M | -35.6% | +63.2% | -98.8% | -40.3% |
| YTD | -53.8% | +11.7% | -65.5% | -57.0% |
| 1Y | -51.1% | -3.5% | -47.6% | -54.3% |
| All | -51.1% | -2.2% | -48.9% | -54.3% |
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