+661.6%
LRCX vs MSFU
+70.7%
+590.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.1% |
| 7D | +9.5% | -2.3% | +11.9% | +10.2% |
| 30D | +3.1% | -6.3% | +9.3% | +4.7% |
| 3M | -3.4% | +40.0% | -43.3% | -16.1% |
| 6M | +49.7% | +30.1% | +19.6% | +29.8% |
| YTD | +84.9% | -10.3% | +95.2% | +83.7% |
| 1Y | +200.8% | -19.0% | +219.9% | +212.2% |
| 3Y | +385.1% | +25.8% | +359.3% | +273.1% |
| All | +661.6% | +70.7% | +590.9% | +361.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling