+43.1%
MPWR vs MSFU
-1.7%
+44.8%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +5.5% | +11.1% | +16.6% |
| 7D | +11.6% | +14.6% | -3.0% | +12.0% |
| 30D | +0.1% | +2.1% | -2.0% | +0.2% |
| 3M | -0.8% | +14.7% | -15.5% | -0.1% |
| 6M | -13.0% | +55.7% | -68.7% | -10.8% |
| YTD | +53.9% | +7.1% | +46.8% | +56.3% |
| All | +43.1% | -1.7% | +44.8% | +49.7% |
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