+1,014.2%
FIX vs MSFU
+95.0%
+919.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.3% | +3.7% | +0.4% |
| 7D | -13.9% | +4.0% | -18.0% | -15.2% |
| 30D | -35.5% | -2.3% | -33.2% | -35.4% |
| 3M | -33.9% | +7.1% | -41.0% | -35.7% |
| 6M | -43.3% | +48.9% | -92.2% | -50.6% |
| YTD | +18.7% | +2.4% | +16.2% | +14.2% |
| 1Y | +13.8% | -8.1% | +21.9% | +14.1% |
| 3Y | +495.0% | +25.2% | +469.8% | +412.2% |
| All | +1,014.2% | +95.0% | +919.1% | +741.5% |
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