-12.6%
KHC vs MSFU
+32.6%
-45.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.9% | -0.9% | -2.9% |
| 7D | +1.1% | +2.5% | -1.3% | +1.2% |
| 30D | +12.0% | -1.3% | +13.3% | +12.0% |
| 3M | +0.2% | +8.6% | -8.5% | +0.5% |
| 6M | +10.3% | +48.4% | -38.1% | +11.8% |
| YTD | +6.7% | +1.6% | +5.2% | +7.1% |
| 1Y | +10.9% | -5.8% | +16.6% | +10.9% |
| 3Y | -12.6% | +30.9% | -43.6% | -12.4% |
| All | -12.6% | +32.6% | -45.2% | -12.4% |
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 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