+150.5%
GOOGL vs MSFU
+29.4%
+121.1%
-29.8%
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 | -4.4% | -3.1% | -1.3% | -3.9% |
| 3M | -6.8% | +35.3% | -42.1% | -13.4% |
| 6M | +13.6% | +31.6% | -18.0% | +4.6% |
| YTD | +8.3% | -9.5% | +17.8% | +9.3% |
| 1Y | +44.9% | -18.4% | +63.4% | +50.1% |
| 3Y | +150.5% | +26.9% | +123.5% | +111.5% |
| All | +150.5% | +29.4% | +121.1% | +111.5% |
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 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