+284.1%
GE vs MSFU
+31.7%
+252.3%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.2% | +5.3% | +1.7% |
| 7D | -1.6% | -5.7% | +4.1% | -0.8% |
| 30D | -11.6% | +4.2% | -15.7% | -12.2% |
| 3M | +3.0% | +27.9% | -24.9% | -1.2% |
| 6M | -0.5% | +37.1% | -37.6% | -6.9% |
| YTD | +9.7% | -7.4% | +17.1% | +10.9% |
| 1Y | +20.0% | -19.6% | +39.6% | +25.6% |
| All | +284.1% | +31.7% | +252.3% | +229.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling