-34.6%
MP vs MSFU
-2.2%
-32.4%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +13.5% | -18.5% | -8.0% |
| 7D | -12.5% | +8.2% | -20.7% | -14.3% |
| 30D | -23.3% | +10.2% | -33.5% | -25.2% |
| 3M | -24.4% | +22.9% | -47.2% | -28.4% |
| 6M | -45.8% | +63.2% | -108.9% | -52.3% |
| YTD | -28.9% | +11.7% | -40.6% | -28.6% |
| 1Y | -34.6% | -3.5% | -31.1% | -25.7% |
| All | -34.6% | -2.2% | -32.4% | -25.7% |
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