+93.8%
MNST vs MSFU
+76.3%
+17.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.2% | +3.6% | -0.3% |
| 7D | -6.5% | -5.7% | -0.8% | -6.1% |
| 30D | -7.2% | +4.2% | -11.4% | -7.6% |
| 3M | -1.0% | +27.9% | -28.9% | -3.3% |
| 6M | +11.5% | +37.1% | -25.6% | +7.6% |
| YTD | +14.3% | -7.4% | +21.7% | +14.8% |
| 1Y | +38.1% | -19.6% | +57.7% | +40.8% |
| 3Y | +55.0% | +33.2% | +21.8% | +38.4% |
| All | +93.8% | +76.3% | +17.5% | +60.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling