+45.9%
HLT vs MSFU
-2.2%
+48.1%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +13.5% | -10.0% | +3.5% |
| 7D | +7.7% | +8.2% | -0.5% | +7.6% |
| 30D | +19.1% | +10.2% | +8.9% | +19.1% |
| 3M | +20.7% | +22.9% | -2.2% | +20.8% |
| 6M | +21.0% | +63.2% | -42.2% | +21.4% |
| YTD | +31.3% | +11.7% | +19.5% | +28.2% |
| 1Y | +45.9% | -3.5% | +49.4% | +43.0% |
| All | +45.9% | -2.2% | +48.1% | +43.0% |
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