+195.4%
MPWR vs MSFU
+76.3%
+119.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.2% | +5.0% | +2.4% |
| 7D | -2.6% | -5.7% | +3.1% | -0.6% |
| 30D | -9.0% | +4.2% | -13.2% | -11.0% |
| 3M | -25.8% | +27.9% | -53.7% | -34.6% |
| 6M | +11.8% | +37.1% | -25.4% | -8.9% |
| YTD | +35.5% | -7.4% | +42.9% | +31.9% |
| 1Y | +45.3% | -19.6% | +64.9% | +52.8% |
| 3Y | +138.5% | +33.2% | +105.3% | +70.7% |
| All | +195.4% | +76.3% | +119.1% | +69.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling