+14.2%
LUV vs MSFU
+76.3%
-62.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -4.2% | +6.5% | +2.7% |
| 7D | +0.4% | -5.7% | +6.1% | +1.0% |
| 30D | -18.4% | +4.2% | -22.6% | -18.9% |
| 3M | -3.2% | +27.9% | -31.1% | -6.4% |
| 6M | -14.8% | +37.1% | -52.0% | -18.8% |
| YTD | -2.9% | -7.4% | +4.5% | -3.9% |
| 1Y | +29.6% | -19.6% | +49.2% | +31.1% |
| 3Y | +35.2% | +33.2% | +2.0% | +17.0% |
| All | +14.2% | +76.3% | -62.1% | -5.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling