-23.3%
INFY vs MSFU
-2.2%
-21.1%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +13.5% | -10.9% | +1.2% |
| 7D | +1.2% | +8.2% | -6.9% | +0.4% |
| 30D | +13.8% | +10.2% | +3.6% | +12.4% |
| 3M | -2.9% | +22.9% | -25.7% | -5.2% |
| 6M | +2.2% | +63.2% | -61.0% | -2.6% |
| YTD | -29.8% | +11.7% | -41.6% | -34.7% |
| 1Y | -23.3% | -3.5% | -19.8% | -29.4% |
| All | -23.3% | -2.2% | -21.1% | -29.4% |
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