-5.3%
IGV vs MSFU
-13.0%
+7.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.6% | -0.4% |
| 7D | +2.3% | -2.8% | +5.1% | +3.1% |
| 30D | -6.0% | -5.3% | -0.7% | -4.8% |
| 3M | -4.8% | +7.2% | -12.0% | -7.5% |
| 6M | +14.2% | +51.0% | -36.8% | -1.3% |
| YTD | -4.2% | -1.2% | -3.0% | -9.3% |
| 1Y | -5.3% | -10.3% | +5.1% | -9.2% |
| All | -5.3% | -13.0% | +7.7% | -9.2% |
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