+106.3%
MA vs MSFU
+85.8%
+20.5%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.8% | +5.0% | +1.0% |
| 7D | -1.8% | -12.7% | +10.9% | +0.3% |
| 30D | +11.0% | -9.0% | +20.0% | +12.3% |
| 3M | +17.9% | +2.9% | +14.9% | +16.6% |
| 6M | +33.2% | +43.5% | -10.4% | +23.1% |
| YTD | +16.5% | -2.4% | +18.9% | +13.6% |
| 1Y | +19.1% | -13.5% | +32.6% | +18.8% |
| 3Y | +70.6% | +19.2% | +51.3% | +50.2% |
| All | +106.3% | +85.8% | +20.5% | +53.9% |
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