-33.3%
INFY vs MSFU
+71.2%
-104.5%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.2% |
| 7D | -9.8% | -6.9% | -2.8% | -8.6% |
| 30D | -13.4% | -5.1% | -8.3% | -12.6% |
| 3M | -7.2% | +44.6% | -51.9% | -14.0% |
| 6M | -20.6% | +32.8% | -53.4% | -25.7% |
| YTD | -37.5% | -10.1% | -27.4% | -37.6% |
| 1Y | -33.4% | -19.4% | -14.0% | -32.3% |
| 3Y | -32.4% | +26.2% | -58.6% | -40.7% |
| All | -33.3% | +71.2% | -104.5% | -47.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling