-10.8%
MDLN vs MSFU
-5.2%
-5.6%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.2% | +4.2% | +0.2% |
| 7D | +3.7% | -5.7% | +9.4% | +4.0% |
| 30D | -0.2% | +4.2% | -4.4% | -0.5% |
| 3M | +6.2% | +27.9% | -21.7% | +4.3% |
| 6M | -14.7% | +37.1% | -51.8% | -17.6% |
| YTD | -12.9% | -7.4% | -5.5% | -13.5% |
| All | -10.8% | -5.2% | -5.6% | -11.8% |
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