+17.0%
IEFA vs MSFU
-2.2%
+19.2%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +13.5% | -11.0% | +1.8% |
| 7D | +1.9% | +8.2% | -6.3% | +1.4% |
| 30D | +1.4% | +10.2% | -8.8% | +0.9% |
| 3M | -1.4% | +22.9% | -24.3% | -2.5% |
| 6M | +6.3% | +63.2% | -56.9% | +3.7% |
| YTD | +11.9% | +11.7% | +0.2% | +9.2% |
| 1Y | +17.0% | -3.5% | +20.5% | +16.3% |
| All | +17.0% | -2.2% | +19.2% | +16.3% |
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 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