+17.5%
HON vs MSFU
+71.2%
-53.7%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.6% | -1.4% |
| 7D | -2.6% | -6.9% | +4.3% | -1.9% |
| 30D | -11.9% | -5.1% | -6.8% | -11.5% |
| 3M | -6.1% | +44.6% | -50.7% | -10.3% |
| 6M | -19.2% | +32.8% | -52.0% | -22.4% |
| YTD | +0.2% | -10.1% | +10.2% | +0.6% |
| 1Y | -1.5% | -19.4% | +17.9% | +0.4% |
| 3Y | +17.9% | +26.2% | -8.2% | +5.9% |
| All | +17.5% | +71.2% | -53.7% | -1.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling