+47.4%
JHX vs MSFU
-2.2%
+49.6%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +13.5% | -5.2% | +7.5% |
| 7D | +13.3% | +8.2% | +5.1% | +12.6% |
| 30D | +17.1% | +10.2% | +6.9% | +16.4% |
| 3M | +4.1% | +22.9% | -18.8% | +2.9% |
| 6M | +48.5% | +63.2% | -14.7% | +45.3% |
| YTD | +42.3% | +11.7% | +30.5% | +35.5% |
| 1Y | +47.4% | -3.5% | +50.9% | +40.8% |
| All | +47.4% | -2.2% | +49.6% | +40.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling