+4.4%
GOOGL vs MSFU
-2.2%
+6.6%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +13.5% | -10.3% | +2.0% |
| 7D | -11.1% | +8.2% | -19.2% | -11.8% |
| 30D | -16.6% | +10.2% | -26.8% | -17.4% |
| 3M | -23.4% | +22.9% | -46.3% | -24.8% |
| 6M | -24.5% | +63.2% | -87.7% | -26.8% |
| YTD | -7.5% | +11.7% | -19.2% | -12.4% |
| 1Y | +4.4% | -3.5% | +7.9% | -0.5% |
| All | +4.4% | -2.2% | +6.6% | -0.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling