+2.1%
MARA vs MSFU
+70.7%
-68.7%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +1.3% |
| 7D | +13.8% | -2.3% | +16.2% | +15.5% |
| 30D | +24.7% | -6.3% | +30.9% | +28.3% |
| 3M | -10.4% | +40.0% | -50.4% | -29.6% |
| 6M | +37.6% | +30.1% | +7.5% | +9.1% |
| YTD | +32.7% | -10.3% | +43.1% | +30.9% |
| 1Y | -25.2% | -19.0% | -6.1% | -21.2% |
| 3Y | +9.3% | +25.8% | -16.5% | -26.2% |
| All | +2.1% | +70.7% | -68.7% | -46.5% |
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 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