-1.6%
MDLN vs MSFU
+14.4%
-16.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +13.5% | +4.9% | +17.0% |
| 7D | +24.7% | +8.2% | +16.5% | +23.5% |
| 30D | +12.7% | +10.2% | +2.5% | +11.5% |
| 3M | -4.0% | +22.9% | -26.9% | -5.6% |
| 6M | -8.7% | +63.2% | -71.9% | -11.6% |
| YTD | -3.9% | +11.7% | -15.7% | -6.1% |
| All | -1.6% | +14.4% | -16.0% | -4.2% |
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