+514.9%
GEV vs MSFU
+0.2%
+514.6%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.4% | -2.3% | -2.0% |
| 7D | +3.7% | -2.8% | +6.5% | +4.4% |
| 30D | -14.7% | -5.3% | -9.4% | -13.9% |
| 3M | -23.4% | +7.2% | -30.7% | -25.1% |
| 6M | -24.3% | +51.0% | -75.3% | -33.4% |
| YTD | +23.2% | -1.2% | +24.4% | +22.7% |
| 1Y | +44.2% | -10.3% | +54.6% | +49.3% |
| All | +514.9% | +0.2% | +514.6% | +448.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling