+22.6%
IEFA vs MSFU
-18.4%
+41.0%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.2% | +4.3% | +0.3% |
| 7D | +0.6% | -5.7% | +6.3% | +0.8% |
| 30D | +1.0% | +4.2% | -3.1% | +0.8% |
| 3M | +4.7% | +27.9% | -23.2% | +3.5% |
| 6M | +8.6% | +37.1% | -28.5% | +5.9% |
| YTD | +14.8% | -7.4% | +22.2% | +13.6% |
| 1Y | +22.6% | -19.6% | +42.2% | +23.4% |
| All | +22.6% | -18.4% | +41.0% | +23.4% |
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 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