+236.1%
MPWR vs MSFU
+88.0%
+148.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.4% | -4.3% | -4.1% |
| 7D | +16.8% | -2.8% | +19.6% | +18.0% |
| 30D | +11.9% | -5.3% | +17.2% | +13.5% |
| 3M | +2.2% | +7.2% | -5.0% | -1.6% |
| 6M | -15.5% | +51.0% | -66.5% | -32.7% |
| YTD | +54.2% | -1.2% | +55.4% | +45.4% |
| 1Y | +51.5% | -10.3% | +61.8% | +50.8% |
| 3Y | +180.2% | +22.2% | +158.0% | +114.9% |
| All | +236.1% | +88.0% | +148.1% | +86.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling