-18.9%
INTU vs MSFU
+95.0%
-114.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.3% | +5.0% | +2.1% |
| 7D | -1.2% | +4.0% | -5.3% | -3.0% |
| 30D | +12.4% | -2.3% | +14.8% | +12.3% |
| 3M | +2.3% | +7.1% | -4.8% | -1.4% |
| 6M | -13.3% | +48.9% | -62.2% | -27.5% |
| YTD | -47.9% | +2.4% | -50.3% | -50.5% |
| 1Y | -47.2% | -8.1% | -39.1% | -48.0% |
| 3Y | -33.9% | +25.2% | -59.1% | -47.4% |
| All | -18.9% | +95.0% | -114.0% | -51.7% |
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