+98.5%
FLEX vs MSFU
-18.4%
+116.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.2% | +5.7% | +1.7% |
| 7D | -0.9% | -5.7% | +4.8% | -0.7% |
| 30D | -10.1% | +4.2% | -14.3% | -10.4% |
| 3M | -31.3% | +27.9% | -59.3% | -30.3% |
| 6M | +71.3% | +37.1% | +34.2% | +69.1% |
| YTD | +81.2% | -7.4% | +88.6% | +87.3% |
| 1Y | +98.5% | -19.6% | +118.1% | +116.7% |
| All | +98.5% | -18.4% | +116.9% | +116.7% |
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