+45.3%
MPWR vs MSFU
-18.4%
+63.7%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.2% | +5.0% | +0.8% |
| 7D | -2.6% | -5.7% | +3.1% | -2.7% |
| 30D | -9.0% | +4.2% | -13.2% | -9.0% |
| 3M | -25.8% | +27.9% | -53.7% | -24.9% |
| 6M | +11.8% | +37.1% | -25.4% | +10.8% |
| YTD | +35.5% | -7.4% | +42.9% | +40.2% |
| 1Y | +45.3% | -19.6% | +64.9% | +62.0% |
| All | +45.3% | -18.4% | +63.7% | +62.0% |
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