+4.5%
GOOGL vs MSFU
-13.1%
+17.5%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.0% | +1.7% |
| 7D | +5.7% | -4.9% | +10.6% | +6.1% |
| 30D | -15.6% | -9.1% | -6.5% | -15.0% |
| 3M | -13.0% | +8.7% | -21.7% | -13.6% |
| 6M | -22.8% | +48.3% | -71.1% | -24.3% |
| YTD | -4.4% | -1.6% | -2.8% | -8.9% |
| 1Y | +4.5% | -13.6% | +18.0% | -2.0% |
| All | +4.5% | -13.1% | +17.5% | -2.0% |
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