+228.2%
MPWR vs MSFU
+95.0%
+133.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.3% | +2.1% | -0.6% |
| 7D | +2.2% | +4.0% | -1.8% | +0.4% |
| 30D | -2.1% | -2.3% | +0.3% | -1.5% |
| 3M | -1.6% | +7.1% | -8.7% | -5.1% |
| 6M | -14.9% | +48.9% | -63.8% | -31.3% |
| YTD | +50.5% | +2.4% | +48.1% | +40.3% |
| 1Y | +40.0% | -8.1% | +48.1% | +38.9% |
| 3Y | +175.0% | +25.2% | +149.8% | +110.1% |
| All | +228.2% | +95.0% | +133.1% | +80.0% |
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 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