+117.2%
MPC vs MSFU
-2.2%
+119.4%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +13.5% | -21.6% | -7.4% |
| 7D | -10.9% | +8.2% | -19.1% | -10.4% |
| 30D | -9.4% | +10.2% | -19.6% | -8.8% |
| 3M | +26.0% | +22.9% | +3.1% | +27.2% |
| 6M | +56.5% | +63.2% | -6.7% | +59.0% |
| YTD | +144.3% | +11.7% | +132.5% | +139.2% |
| 1Y | +117.2% | -3.5% | +120.7% | +116.1% |
| All | +117.2% | -2.2% | +119.4% | +116.1% |
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