+163.0%
LITE vs MSFU
-13.0%
+176.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.4% | -4.9% | -4.5% |
| 7D | +10.8% | -2.8% | +13.5% | +11.0% |
| 30D | -33.4% | -5.3% | -28.1% | -33.0% |
| 3M | -32.2% | +7.2% | -39.5% | -31.7% |
| 6M | -42.1% | +51.0% | -93.1% | -41.8% |
| YTD | +61.9% | -1.2% | +63.1% | +80.7% |
| 1Y | +163.0% | -10.3% | +173.3% | +208.9% |
| All | +163.0% | -13.0% | +176.0% | +208.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling