+281.4%
HL vs MSFU
+25.9%
+255.5%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -4.3% | -2.9% | -6.4% |
| 7D | +8.2% | +4.0% | +4.1% | +7.5% |
| 30D | -16.3% | -2.3% | -14.0% | -15.8% |
| 3M | -18.6% | +7.1% | -25.7% | -19.7% |
| 6M | -23.2% | +48.9% | -72.1% | -29.7% |
| YTD | -25.5% | +2.4% | -27.9% | -27.0% |
| 1Y | -4.8% | -8.1% | +3.3% | -4.5% |
| All | +281.4% | +25.9% | +255.5% | +236.3% |
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