-20.7%
MDLN vs MSFU
-6.9%
-13.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | +0.4% |
| 7D | -11.1% | -1.8% | -9.3% | -11.0% |
| 30D | -8.4% | +0.5% | -8.9% | -8.4% |
| 3M | -12.4% | +51.9% | -64.2% | -14.5% |
| 6M | -23.3% | +35.0% | -58.2% | -25.9% |
| YTD | -22.5% | -9.0% | -13.5% | -23.1% |
| All | -20.7% | -6.9% | -13.8% | -21.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling