+25.9%
LMT vs MSFU
-2.2%
+28.1%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +13.5% | -20.4% | -6.3% |
| 7D | -5.5% | +8.2% | -13.7% | -5.0% |
| 30D | +17.5% | +10.2% | +7.3% | +18.1% |
| 3M | +1.6% | +22.9% | -21.3% | +2.3% |
| 6M | +16.3% | +63.2% | -46.9% | +17.7% |
| YTD | +25.3% | +11.7% | +13.5% | +22.8% |
| 1Y | +25.9% | -3.5% | +29.4% | +25.2% |
| All | +25.9% | -2.2% | +28.1% | +25.2% |
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