-18.6%
INTU vs MSFU
+88.0%
-106.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | +0.1% | +0.3% |
| 7D | +0.1% | -2.8% | +2.8% | +0.8% |
| 30D | +10.1% | -5.3% | +15.4% | +11.0% |
| 3M | -4.2% | +7.2% | -11.4% | -7.8% |
| 6M | -7.2% | +51.0% | -58.2% | -23.0% |
| YTD | -47.7% | -1.2% | -46.4% | -49.8% |
| 1Y | -46.7% | -10.3% | -36.4% | -47.2% |
| 3Y | -34.1% | +22.2% | -56.3% | -47.2% |
| All | -18.6% | +88.0% | -106.7% | -51.0% |
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