+191.7%
MPC vs MSFU
+34.7%
+157.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +5.5% | -0.9% | +4.3% |
| 7D | -9.4% | +14.6% | -24.0% | -10.1% |
| 30D | -14.3% | +2.1% | -16.4% | -14.4% |
| 3M | +31.1% | +14.7% | +16.4% | +29.9% |
| 6M | +60.3% | +55.7% | +4.6% | +55.0% |
| YTD | +142.5% | +7.1% | +135.4% | +142.1% |
| 1Y | +104.6% | -0.5% | +105.1% | +106.1% |
| 3Y | +191.7% | +35.7% | +156.0% | +163.6% |
| All | +191.7% | +34.7% | +157.0% | +163.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling