-18.7%
INTU vs MSFU
+93.3%
-112.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.9% | -1.9% | -3.1% |
| 7D | +0.1% | +2.5% | -2.3% | -1.3% |
| 30D | +15.4% | -1.3% | +16.7% | +14.8% |
| 3M | +6.6% | +8.6% | -2.1% | +2.3% |
| 6M | -11.3% | +48.4% | -59.7% | -25.6% |
| YTD | -47.7% | +1.6% | -49.3% | -50.2% |
| 1Y | -47.0% | -5.8% | -41.2% | -48.4% |
| 3Y | -29.9% | +30.9% | -60.9% | -45.5% |
| All | -18.7% | +93.3% | -112.0% | -51.4% |
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 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