+17.0%
HD vs MSFU
+72.2%
-55.3%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.3% | 0.0% | -2.0% |
| 7D | -1.2% | -3.2% | +2.0% | -0.9% |
| 30D | -11.1% | -3.1% | -8.0% | -10.9% |
| 3M | +2.0% | +35.3% | -33.2% | -1.9% |
| 6M | -10.5% | +31.6% | -42.0% | -14.4% |
| YTD | -6.9% | -9.5% | +2.7% | -6.4% |
| 1Y | -23.2% | -18.4% | -4.8% | -21.7% |
| 3Y | +3.1% | +26.9% | -23.9% | -9.4% |
| All | +17.0% | +72.2% | -55.3% | -9.2% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling