Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • FTAI vs MSFU✓SelectedUSD · MSFUFTAI vs MSFU performance historyLatest closeAs of-2.79%09/10
Stock and ETF performance explorer

FTAI vs MSFU

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+1,008.9%
MSFU return
+71.2%
Excess return
+937.7%
Maximum drawdown
-52.1%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 5y.

Portfolio and benchmark returns by period
PeriodPortfolioMSFUExcessAlpha
1D-2.8%+0.3%-3.1%-2.8%
7D-9.7%-6.9%-2.7%-8.4%
30D-20.0%-5.1%-14.9%-19.3%
3M-20.1%+44.6%-64.7%-27.0%
6M-33.3%+32.8%-66.1%-39.2%
YTD-8.0%-10.1%+2.1%-7.4%
1Y+8.0%-19.4%+27.3%+11.8%
3Y+413.4%+26.2%+387.2%+328.2%
All+1,008.9%+71.2%+937.7%+756.5%

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 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