+26.6%
MAR vs MSFU
-20.0%
+46.6%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +0.8% |
| 7D | -0.5% | -2.3% | +1.9% | -0.5% |
| 30D | -4.7% | -6.3% | +1.6% | -4.8% |
| 3M | -15.6% | +40.0% | -55.6% | -15.1% |
| 6M | +1.2% | +30.1% | -28.9% | +0.7% |
| YTD | +7.5% | -10.3% | +17.8% | +4.8% |
| 1Y | +26.6% | -19.0% | +45.6% | +22.5% |
| All | +26.6% | -20.0% | +46.6% | +22.5% |
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 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