+120.9%
MPC vs MSFU
-18.4%
+139.3%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.2% | +4.5% | +0.2% |
| 7D | +5.4% | -5.7% | +11.1% | +5.3% |
| 30D | +31.0% | +4.2% | +26.8% | +31.1% |
| 3M | +46.0% | +27.9% | +18.1% | +46.3% |
| 6M | +77.3% | +37.1% | +40.2% | +79.3% |
| YTD | +141.9% | -7.4% | +149.3% | +137.3% |
| 1Y | +120.9% | -19.6% | +140.5% | +119.5% |
| All | +120.9% | -18.4% | +139.3% | +119.5% |
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