+15.1%
MMM vs MSFU
-9.0%
+24.1%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.5% | -1.4% |
| 7D | +6.2% | +2.5% | +3.7% | +6.2% |
| 30D | +14.2% | -1.3% | +15.5% | +14.2% |
| 3M | +2.9% | +8.6% | -5.7% | +3.1% |
| 6M | +27.6% | +48.4% | -20.8% | +29.3% |
| YTD | +17.3% | +1.6% | +15.7% | +16.5% |
| 1Y | +15.1% | -5.8% | +20.9% | +14.3% |
| All | +15.1% | -9.0% | +24.1% | +14.3% |
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