+46.1%
MSCI vs MSFU
+88.0%
-41.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +1.0% | +1.3% |
| 7D | +3.0% | -2.8% | +5.8% | +3.5% |
| 30D | +17.8% | -5.3% | +23.1% | +18.7% |
| 3M | +15.2% | +7.2% | +7.9% | +12.6% |
| 6M | +16.5% | +51.0% | -34.5% | +3.3% |
| YTD | +16.4% | -1.2% | +17.6% | +12.8% |
| 1Y | +16.8% | -10.3% | +27.1% | +15.9% |
| 3Y | +35.8% | +22.2% | +13.5% | +14.6% |
| All | +46.1% | +88.0% | -41.9% | -2.4% |
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