+7.9%
KHC vs MSFU
+46.9%
-39.0%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.8% | +4.9% | 0.0% |
| 7D | -4.6% | -12.7% | +8.1% | -5.0% |
| 30D | +8.1% | -9.0% | +17.1% | +7.9% |
| 3M | 0.0% | +2.9% | -2.9% | +0.2% |
| 6M | +7.9% | +43.5% | -35.6% | +8.3% |
| All | +7.9% | +46.9% | -39.0% | +8.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling