+235.1%
MRVL vs MSFU
+95.0%
+140.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.3% | +4.2% | +1.7% |
| 7D | -10.2% | +4.0% | -14.3% | -12.1% |
| 30D | -43.9% | -2.3% | -41.6% | -43.3% |
| 3M | -26.0% | +7.1% | -33.1% | -28.8% |
| 6M | -9.2% | +48.9% | -58.1% | -28.4% |
| YTD | +82.0% | +2.4% | +79.5% | +68.6% |
| 1Y | +65.9% | -8.1% | +74.0% | +63.8% |
| 3Y | +185.0% | +25.2% | +159.9% | +109.9% |
| All | +235.1% | +95.0% | +140.1% | +68.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling