+49.1%
LLY vs MSFU
-6.0%
+55.1%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.3% | +5.8% | +1.3% |
| 7D | +1.6% | +4.0% | -2.4% | +1.9% |
| 30D | +21.5% | -2.3% | +23.8% | +21.5% |
| 3M | +16.4% | +7.1% | +9.3% | +16.9% |
| 6M | +51.5% | +48.9% | +2.6% | +54.0% |
| YTD | +33.9% | +2.4% | +31.5% | +35.9% |
| 1Y | +49.1% | -8.1% | +57.2% | +50.2% |
| All | +49.1% | -6.0% | +55.1% | +50.2% |
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 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