+194.1%
MPWR vs MSFU
+72.2%
+121.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.9% | +0.4% |
| 7D | -0.6% | -3.2% | +2.6% | +0.4% |
| 30D | -13.1% | -3.1% | -9.9% | -12.6% |
| 3M | -21.7% | +35.3% | -57.0% | -32.9% |
| 6M | +19.5% | +31.6% | -12.1% | -0.7% |
| YTD | +34.9% | -9.5% | +44.4% | +32.4% |
| 1Y | +42.0% | -18.4% | +60.4% | +47.2% |
| 3Y | +148.8% | +26.9% | +121.9% | +82.6% |
| All | +194.1% | +72.2% | +121.9% | +69.8% |
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