+163.8%
MPC vs MSFU
+32.6%
+131.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.6% | -1.1% |
| 7D | -16.2% | +2.5% | -18.6% | -16.3% |
| 30D | -15.7% | -1.3% | -14.4% | -15.7% |
| 3M | +24.9% | +8.6% | +16.3% | +24.1% |
| 6M | +52.7% | +48.4% | +4.3% | +47.9% |
| YTD | +131.9% | +1.6% | +130.3% | +132.0% |
| 1Y | +96.6% | -5.8% | +102.4% | +98.7% |
| 3Y | +163.8% | +30.9% | +132.8% | +142.1% |
| All | +163.8% | +32.6% | +131.2% | +142.1% |
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 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