+51.2%
INTC vs MSFU
-6.0%
+57.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.3% | +2.3% | -1.8% |
| 7D | -4.0% | +4.0% | -8.0% | -4.0% |
| 30D | -44.5% | -2.3% | -42.2% | -44.3% |
| 3M | -40.4% | +7.1% | -47.5% | -40.2% |
| 6M | -53.5% | +48.9% | -102.4% | -53.3% |
| YTD | +57.5% | +2.4% | +55.1% | +57.8% |
| 1Y | +51.2% | -8.1% | +59.3% | +57.4% |
| All | +51.2% | -6.0% | +57.1% | +57.4% |
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