-38.1%
LVS vs MSFU
-13.8%
-24.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.8% | +3.3% | -0.7% |
| 7D | -1.3% | -12.7% | +11.4% | +0.8% |
| 30D | +12.2% | -9.0% | +21.2% | +13.5% |
| 3M | -11.3% | +2.9% | -14.2% | -12.2% |
| 6M | -21.6% | +43.5% | -65.1% | -27.7% |
| YTD | -36.6% | -2.4% | -34.2% | -34.4% |
| All | -38.1% | -13.8% | -24.3% | -34.8% |
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 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