+13.3%
FOXA vs MSFU
-19.1%
+32.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | 0.0% | +1.1% |
| 7D | +0.8% | -1.8% | +2.6% | +0.9% |
| 30D | +5.0% | +0.5% | +4.6% | +5.0% |
| 3M | -3.0% | +51.9% | -54.9% | -5.0% |
| 6M | +14.8% | +35.0% | -20.2% | +12.9% |
| YTD | -8.9% | -9.0% | +0.1% | -11.4% |
| 1Y | +13.3% | -18.8% | +32.1% | +5.4% |
| All | +13.3% | -19.1% | +32.5% | +5.4% |
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 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