+410.0%
MRVL vs MSFU
+70.7%
+339.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.9% | +5.1% | +4.6% |
| 7D | +13.8% | -2.3% | +16.2% | +14.6% |
| 30D | +12.7% | -6.3% | +18.9% | +14.8% |
| 3M | -11.9% | +40.0% | -51.9% | -27.1% |
| 6M | +153.8% | +30.1% | +123.7% | +106.4% |
| YTD | +177.0% | -10.3% | +187.3% | +171.6% |
| 1Y | +252.3% | -19.0% | +271.4% | +262.4% |
| 3Y | +325.5% | +25.8% | +299.7% | +197.7% |
| All | +410.0% | +70.7% | +339.3% | +171.9% |
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