+37.8%
LIN vs MSFU
+35.1%
+2.7%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -7.4% | +6.7% | -0.3% |
| 7D | +3.6% | +1.0% | +2.6% | +3.5% |
| 30D | +6.4% | +0.6% | +5.8% | +6.3% |
| 3M | +6.5% | +16.4% | -9.9% | +5.5% |
| 6M | +4.9% | +53.0% | -48.1% | +2.0% |
| YTD | +23.4% | +3.5% | +20.0% | +23.9% |
| 1Y | +26.3% | -7.8% | +34.2% | +28.5% |
| All | +37.8% | +35.1% | +2.7% | +27.1% |
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 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