+75.8%
HBAN vs MSFU
+24.2%
+51.6%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.7% |
| 7D | -1.5% | -2.3% | +0.9% | -1.3% |
| 30D | -5.5% | -6.3% | +0.7% | -5.0% |
| 3M | -0.2% | +40.0% | -40.2% | -4.2% |
| 6M | +5.2% | +30.1% | -24.9% | +0.8% |
| YTD | -2.3% | -10.3% | +8.0% | -2.2% |
| 1Y | -2.2% | -19.0% | +16.8% | -0.8% |
| All | +75.8% | +24.2% | +51.6% | +61.4% |
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