-0.9%
HCA vs MSFU
-18.4%
+17.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.2% | +3.1% | -1.0% |
| 7D | -3.1% | -5.7% | +2.6% | -3.1% |
| 30D | -1.1% | +4.2% | -5.3% | -1.1% |
| 3M | +12.2% | +27.9% | -15.8% | +11.8% |
| 6M | -25.3% | +37.1% | -62.5% | -25.8% |
| YTD | -12.9% | -7.4% | -5.6% | -10.7% |
| 1Y | -0.9% | -19.6% | +18.7% | +3.9% |
| All | -0.9% | -18.4% | +17.5% | +3.9% |
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