+187.8%
MPWR vs MSFU
+93.3%
+94.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.9% | +7.1% | +5.9% |
| 7D | -1.7% | +2.5% | -4.2% | -3.2% |
| 30D | -16.5% | -1.3% | -15.2% | -16.5% |
| 3M | -12.3% | +8.6% | -20.9% | -16.1% |
| 6M | -27.7% | +48.4% | -76.1% | -41.8% |
| YTD | +32.0% | +1.6% | +30.4% | +23.2% |
| 1Y | +25.1% | -5.8% | +30.9% | +21.6% |
| 3Y | +146.5% | +30.9% | +115.6% | +82.4% |
| All | +187.8% | +93.3% | +94.4% | +58.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling