+42.8%
LRCX vs MSFU
-2.2%
+45.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +13.5% | -17.5% | -4.6% |
| 7D | -12.8% | +8.2% | -20.9% | -13.0% |
| 30D | -36.0% | +10.2% | -46.2% | -36.2% |
| 3M | -30.2% | +22.9% | -53.1% | -30.7% |
| 6M | -14.2% | +63.2% | -77.4% | -15.1% |
| YTD | +29.7% | +11.7% | +18.0% | +30.5% |
| 1Y | +42.8% | -3.5% | +46.3% | +48.7% |
| All | +42.8% | -2.2% | +45.0% | +48.7% |
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