+146.8%
GOOG vs MSFU
+29.4%
+117.4%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.3% | +2.3% | +0.5% |
| 7D | +1.1% | -3.2% | +4.2% | +1.7% |
| 30D | -5.1% | -3.1% | -1.9% | -4.6% |
| 3M | -7.1% | +35.3% | -42.3% | -13.6% |
| 6M | +12.7% | +31.6% | -18.9% | +3.8% |
| YTD | +7.1% | -9.5% | +16.6% | +8.1% |
| 1Y | +43.6% | -18.4% | +62.0% | +48.7% |
| 3Y | +146.8% | +26.9% | +119.8% | +108.1% |
| All | +146.8% | +29.4% | +117.4% | +108.1% |
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