+173.5%
JCI vs MSFU
+70.7%
+102.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.9% |
| 7D | +4.1% | -2.3% | +6.4% | +4.3% |
| 30D | -3.8% | -6.3% | +2.4% | -3.2% |
| 3M | -1.6% | +40.0% | -41.6% | -6.6% |
| 6M | +9.5% | +30.1% | -20.6% | +3.7% |
| YTD | +21.7% | -10.3% | +32.1% | +23.0% |
| 1Y | +37.1% | -19.0% | +56.2% | +41.2% |
| 3Y | +165.2% | +25.8% | +139.4% | +134.4% |
| All | +173.5% | +70.7% | +102.8% | +126.3% |
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