+36.3%
MET vs MSFU
-6.0%
+42.3%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.3% | +5.1% | +1.0% |
| 7D | +1.8% | +4.0% | -2.3% | +1.5% |
| 30D | +4.8% | -2.3% | +7.1% | +4.9% |
| 3M | +6.2% | +7.1% | -0.9% | +5.6% |
| 6M | +33.8% | +48.9% | -15.1% | +30.1% |
| YTD | +33.3% | +2.4% | +30.9% | +23.2% |
| 1Y | +36.3% | -8.1% | +44.4% | +26.2% |
| All | +36.3% | -6.0% | +42.3% | +26.2% |
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