+46.2%
GOOGL vs MSFU
-18.4%
+64.6%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.2% | +3.1% | -0.8% |
| 7D | -2.3% | -5.7% | +3.4% | -1.9% |
| 30D | -6.6% | +4.2% | -10.7% | -6.8% |
| 3M | -8.9% | +27.9% | -36.9% | -10.4% |
| 6M | +11.9% | +37.1% | -25.2% | +8.2% |
| YTD | +8.3% | -7.4% | +15.7% | +5.9% |
| 1Y | +46.2% | -19.6% | +65.8% | +43.8% |
| All | +46.2% | -18.4% | +64.6% | +43.8% |
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 2025-09-04 to 2026-09-04: 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling