+24.4%
LNG vs MSFU
-18.4%
+42.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.2% | +4.6% | +0.2% |
| 7D | +3.4% | -5.7% | +9.1% | +3.2% |
| 30D | +14.9% | +4.2% | +10.7% | +15.1% |
| 3M | +21.4% | +27.9% | -6.5% | +22.8% |
| 6M | +17.8% | +37.1% | -19.3% | +21.0% |
| YTD | +51.3% | -7.4% | +58.7% | +52.8% |
| 1Y | +24.4% | -19.6% | +44.0% | +26.2% |
| All | +24.4% | -18.4% | +42.9% | +26.2% |
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