+84.4%
MRVL vs MSFU
-13.1%
+97.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.8% | -3.4% | -2.6% |
| 7D | +23.1% | -4.9% | +28.1% | +23.4% |
| 30D | -38.8% | -9.1% | -29.7% | -38.5% |
| 3M | -24.2% | +8.7% | -32.9% | -23.7% |
| 6M | 0.0% | +48.3% | -48.3% | -0.9% |
| YTD | +93.8% | -1.6% | +95.5% | +88.7% |
| 1Y | +84.4% | -13.6% | +98.0% | +76.2% |
| All | +84.4% | -13.1% | +97.5% | +76.2% |
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