+29.5%
LUV vs MSFU
+88.0%
-58.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.7% |
| 7D | +1.1% | -2.8% | +3.9% | +1.4% |
| 30D | +14.2% | -5.3% | +19.5% | +14.8% |
| 3M | +0.6% | +7.2% | -6.6% | -0.4% |
| 6M | +15.1% | +51.0% | -35.9% | +8.7% |
| YTD | +10.2% | -1.2% | +11.4% | +8.1% |
| 1Y | +38.4% | -10.3% | +48.8% | +38.1% |
| 3Y | +107.5% | +22.2% | +85.3% | +83.4% |
| All | +29.5% | +88.0% | -58.5% | +6.5% |
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