+75.9%
LNG vs MSFU
+24.2%
+51.7%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | 0.0% |
| 7D | -6.7% | -2.3% | -4.4% | -6.7% |
| 30D | +3.9% | -6.3% | +10.1% | +3.9% |
| 3M | +15.5% | +40.0% | -24.4% | +15.3% |
| 6M | +10.5% | +30.1% | -19.6% | +10.5% |
| YTD | +43.0% | -10.3% | +53.3% | +44.8% |
| 1Y | +18.9% | -19.0% | +37.9% | +21.0% |
| All | +75.9% | +24.2% | +51.7% | +69.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling