+249.9%
MPWR vs MSFU
+87.3%
+162.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -2.9% | -2.4% |
| 7D | +27.9% | -4.9% | +32.8% | +30.2% |
| 30D | +9.7% | -9.1% | +18.8% | +13.1% |
| 3M | +1.7% | +8.7% | -7.0% | -2.6% |
| 6M | -9.2% | +48.3% | -57.5% | -27.1% |
| YTD | +60.5% | -1.6% | +62.1% | +51.5% |
| 1Y | +52.0% | -13.6% | +65.6% | +54.9% |
| 3Y | +193.1% | +20.2% | +172.9% | +126.9% |
| All | +249.9% | +87.3% | +162.6% | +94.3% |
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