+26.3%
MNST vs MSFU
-12.2%
+38.5%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.8% | +4.9% | +0.1% |
| 7D | -6.9% | -12.7% | +5.8% | -6.9% |
| 30D | +3.7% | -9.0% | +12.7% | +3.8% |
| 3M | -0.3% | +2.9% | -3.2% | -0.2% |
| 6M | +5.1% | +43.5% | -38.5% | +5.6% |
| YTD | +18.4% | -2.4% | +20.9% | +19.4% |
| 1Y | +26.3% | -13.5% | +39.8% | +26.8% |
| All | +26.3% | -12.2% | +38.5% | +26.8% |
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