-19.5%
INTU vs MSFU
+103.9%
-123.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +5.5% | -6.4% | -2.8% |
| 7D | -3.9% | +14.6% | -18.5% | -8.7% |
| 30D | +11.7% | +2.1% | +9.6% | +10.0% |
| 3M | +4.5% | +14.7% | -10.2% | -1.5% |
| 6M | -13.9% | +55.7% | -69.5% | -28.9% |
| YTD | -48.2% | +7.1% | -55.3% | -51.5% |
| 1Y | -47.1% | -0.5% | -46.6% | -49.4% |
| 3Y | -32.5% | +35.7% | -68.2% | -48.0% |
| All | -19.5% | +103.9% | -123.4% | -52.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling