+58.5%
HCA vs MSFU
+24.2%
+34.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.9% | +5.8% | +4.9% |
| 7D | +4.9% | -2.3% | +7.3% | +5.0% |
| 30D | +1.9% | -6.3% | +8.1% | +2.0% |
| 3M | +12.7% | +40.0% | -27.2% | +11.7% |
| 6M | -22.3% | +30.1% | -52.4% | -23.1% |
| YTD | -9.3% | -10.3% | +1.0% | -8.6% |
| 1Y | +2.7% | -19.0% | +21.8% | +4.1% |
| All | +58.5% | +24.2% | +34.3% | +49.5% |
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