+57.4%
MAR vs MSFU
-2.2%
+59.6%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +13.5% | -11.4% | +2.4% |
| 7D | +7.7% | +8.2% | -0.4% | +8.0% |
| 30D | +19.4% | +10.2% | +9.2% | +19.7% |
| 3M | +23.3% | +22.9% | +0.4% | +24.2% |
| 6M | +22.8% | +63.2% | -40.3% | +24.6% |
| YTD | +37.8% | +11.7% | +26.0% | +33.3% |
| 1Y | +57.4% | -3.5% | +60.9% | +51.4% |
| All | +57.4% | -2.2% | +59.6% | +51.4% |
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 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