+82.7%
MRVL vs MSFU
-2.2%
+85.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +13.5% | -20.5% | -7.3% |
| 7D | -36.5% | +8.2% | -44.7% | -36.6% |
| 30D | -41.1% | +10.2% | -51.3% | -41.1% |
| 3M | -26.9% | +22.9% | -49.8% | -26.8% |
| 6M | -2.3% | +63.2% | -65.5% | -3.5% |
| YTD | +88.4% | +11.7% | +76.6% | +81.3% |
| 1Y | +82.7% | -3.5% | +86.2% | +79.0% |
| All | +82.7% | -2.2% | +85.0% | +79.0% |
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 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