+0.8%
META vs MSFU
-2.2%
+3.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +13.5% | -12.0% | 0.0% |
| 7D | +2.9% | +8.2% | -5.3% | +1.9% |
| 30D | -15.1% | +10.2% | -25.3% | -16.0% |
| 3M | +7.2% | +22.9% | -15.7% | +5.0% |
| 6M | +3.4% | +63.2% | -59.8% | -1.1% |
| YTD | -4.3% | +11.7% | -16.0% | -13.4% |
| 1Y | +0.8% | -3.5% | +4.3% | -5.8% |
| All | +0.8% | -2.2% | +3.0% | -5.8% |
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