+86.4%
LNG vs MSFU
+20.9%
+65.5%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.6% |
| 7D | +10.9% | -4.9% | +15.9% | +10.9% |
| 30D | +8.1% | -9.1% | +17.2% | +8.2% |
| 3M | +15.7% | +8.7% | +7.0% | +15.7% |
| 6M | +27.2% | +48.3% | -21.0% | +26.9% |
| YTD | +60.7% | -1.6% | +62.3% | +62.9% |
| 1Y | +46.3% | -13.6% | +59.9% | +49.4% |
| All | +86.4% | +20.9% | +65.5% | +75.3% |
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