-0.4%
KMB vs MSFU
+87.3%
-87.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.4% | -1.5% |
| 7D | -3.0% | -4.9% | +2.0% | -2.9% |
| 30D | +9.1% | -9.1% | +18.1% | +9.1% |
| 3M | -0.4% | +8.7% | -9.1% | -0.4% |
| 6M | +13.0% | +48.3% | -35.3% | +12.8% |
| YTD | +10.3% | -1.6% | +12.0% | +10.8% |
| 1Y | +8.2% | -13.6% | +21.8% | +8.9% |
| 3Y | +0.4% | +20.2% | -19.8% | -2.2% |
| All | -0.4% | +87.3% | -87.7% | -10.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling