+21.2%
HPQ vs MSFU
-20.3%
+41.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.8% | +1.0% |
| 7D | +3.5% | -6.9% | +10.4% | +3.9% |
| 30D | +13.7% | -5.1% | +18.8% | +13.9% |
| 3M | +33.9% | +44.6% | -10.8% | +31.5% |
| 6M | +80.9% | +32.8% | +48.1% | +80.7% |
| YTD | +52.6% | -10.1% | +62.6% | +51.4% |
| 1Y | +21.2% | -19.4% | +40.6% | +23.7% |
| All | +21.2% | -20.3% | +41.6% | +23.7% |
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