-38.5%
INTU vs MSFU
+31.7%
-70.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.2% | +0.8% | -2.1% |
| 7D | -7.1% | -5.7% | -1.4% | -5.5% |
| 30D | +1.5% | +4.2% | -2.7% | +0.1% |
| 3M | +10.7% | +27.9% | -17.2% | +1.0% |
| 6M | -23.8% | +37.1% | -61.0% | -32.2% |
| YTD | -49.3% | -7.4% | -41.9% | -49.7% |
| 1Y | -49.7% | -19.6% | -30.1% | -48.4% |
| All | -38.5% | +31.7% | -70.2% | -49.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling