+175.9%
JCI vs MSFU
+32.6%
+143.3%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.9% | +4.6% | +2.9% |
| 7D | -9.4% | +2.5% | -11.9% | -9.7% |
| 30D | -13.4% | -1.3% | -12.1% | -13.4% |
| 3M | -12.4% | +8.6% | -21.0% | -13.3% |
| 6M | -5.1% | +48.4% | -53.5% | -9.9% |
| YTD | +13.7% | +1.6% | +12.2% | +14.8% |
| 1Y | +11.4% | -5.8% | +17.2% | +14.5% |
| 3Y | +175.9% | +30.9% | +144.9% | +155.7% |
| All | +175.9% | +32.6% | +143.3% | +155.7% |
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 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