-43.2%
MP vs MSFU
-6.0%
-37.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.3% | +0.9% | -2.5% |
| 7D | -3.6% | +4.0% | -7.7% | -4.7% |
| 30D | -21.0% | -2.3% | -18.7% | -20.7% |
| 3M | -33.3% | +7.1% | -40.4% | -34.7% |
| 6M | -45.9% | +48.9% | -94.8% | -51.1% |
| YTD | -27.8% | +2.4% | -30.3% | -27.9% |
| 1Y | -43.2% | -8.1% | -35.1% | -40.0% |
| All | -43.2% | -6.0% | -37.2% | -40.0% |
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