+113.7%
FOXA vs MSFU
+85.8%
+27.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.8% | +5.7% | +1.4% |
| 7D | -2.4% | -12.7% | +10.3% | -1.1% |
| 30D | +8.6% | -9.0% | +17.6% | +9.5% |
| 3M | +9.9% | +2.9% | +7.0% | +9.3% |
| 6M | +0.8% | +43.5% | -42.7% | -3.7% |
| YTD | -6.1% | -2.4% | -3.7% | -7.2% |
| 1Y | +3.3% | -13.5% | +16.8% | +3.5% |
| 3Y | +133.5% | +19.2% | +114.3% | +114.4% |
| All | +113.7% | +85.8% | +27.9% | +84.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling