+40.2%
LUV vs MSFU
+24.6%
+15.7%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | 0.0% |
| 7D | -0.1% | -6.9% | +6.8% | +0.5% |
| 30D | -14.6% | -5.1% | -9.5% | -14.3% |
| 3M | -5.7% | +44.6% | -50.3% | -9.2% |
| 6M | -8.4% | +32.8% | -41.2% | -11.7% |
| YTD | -5.1% | -10.1% | +4.9% | -5.8% |
| 1Y | +26.6% | -19.4% | +46.0% | +27.7% |
| All | +40.2% | +24.6% | +15.7% | +22.4% |
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