+47.6%
HBAN vs MSFU
+71.2%
-23.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.6% |
| 7D | -1.9% | -6.9% | +5.0% | -1.1% |
| 30D | -5.9% | -5.1% | -0.7% | -5.4% |
| 3M | +0.2% | +44.6% | -44.4% | -4.9% |
| 6M | +6.6% | +32.8% | -26.2% | +1.3% |
| YTD | -1.7% | -10.1% | +8.3% | -1.9% |
| 1Y | -1.7% | -19.4% | +17.7% | -0.5% |
| 3Y | +74.9% | +26.2% | +48.7% | +56.5% |
| All | +47.6% | +71.2% | -23.6% | +22.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling