+14.3%
MMM vs MSFU
-7.8%
+22.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.3% | +4.7% | +0.4% |
| 7D | +7.0% | +4.0% | +2.9% | +7.0% |
| 30D | +18.4% | -2.3% | +20.7% | +18.3% |
| 3M | +4.5% | +7.1% | -2.6% | +4.6% |
| 6M | +33.4% | +48.9% | -15.5% | +35.3% |
| YTD | +20.0% | +2.4% | +17.5% | +18.4% |
| All | +14.3% | -7.8% | +22.2% | +11.5% |
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 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