+719.4%
LITE vs MSFU
+85.8%
+633.6%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -4.8% | +15.4% | +12.1% |
| 7D | +3.4% | -12.7% | +16.1% | +7.9% |
| 30D | -34.9% | -9.0% | -25.9% | -32.9% |
| 3M | -21.0% | +2.9% | -24.0% | -22.2% |
| 6M | -38.5% | +43.5% | -82.0% | -46.7% |
| YTD | +75.8% | -2.4% | +78.2% | +71.9% |
| 1Y | +156.7% | -13.5% | +170.2% | +165.3% |
| 3Y | +1,498.6% | +19.2% | +1,479.3% | +1,279.4% |
| All | +719.4% | +85.8% | +633.6% | +518.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling