-0.7%
GOOGL vs MSFU
-6.0%
+5.3%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.3% | +4.1% | +0.1% |
| 7D | +2.6% | +4.0% | -1.4% | +2.2% |
| 30D | -18.3% | -2.3% | -16.0% | -18.2% |
| 3M | -19.6% | +7.1% | -26.7% | -20.1% |
| 6M | -28.2% | +48.9% | -77.1% | -29.8% |
| YTD | -8.0% | +2.4% | -10.5% | -12.8% |
| 1Y | -0.7% | -8.1% | +7.4% | -6.8% |
| All | -0.7% | -6.0% | +5.3% | -6.8% |
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 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