+86.5%
FITB vs MSFU
+70.7%
+15.8%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.5% |
| 7D | -0.4% | -2.3% | +2.0% | -0.1% |
| 30D | -5.1% | -6.3% | +1.1% | -4.6% |
| 3M | +3.5% | +40.0% | -36.4% | -1.1% |
| 6M | +17.2% | +30.1% | -12.9% | +11.9% |
| YTD | +17.6% | -10.3% | +28.0% | +17.8% |
| 1Y | +23.4% | -19.0% | +42.4% | +25.2% |
| 3Y | +129.7% | +25.8% | +103.9% | +103.6% |
| All | +86.5% | +70.7% | +15.8% | +47.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling