+58.6%
KO vs MSFU
+71.2%
-12.6%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.3% |
| 7D | -1.1% | -6.9% | +5.8% | -1.0% |
| 30D | +1.6% | -5.1% | +6.7% | +1.6% |
| 3M | +5.8% | +44.6% | -38.9% | +5.2% |
| 6M | +14.3% | +32.8% | -18.5% | +13.6% |
| YTD | +27.3% | -10.1% | +37.4% | +27.8% |
| 1Y | +33.2% | -19.4% | +52.6% | +34.0% |
| 3Y | +64.5% | +26.2% | +38.3% | +56.3% |
| All | +58.6% | +71.2% | -12.6% | +41.2% |
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