-18.4%
MSFU vs ACI
-33.6%
+15.2%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.3% | +0.9% | -2.5% |
| 7D | -3.2% | -2.6% | -0.6% | -3.3% |
| 30D | -3.1% | +1.1% | -4.2% | -3.0% |
| 3M | +35.3% | -23.6% | +58.9% | +30.6% |
| 6M | +31.6% | -29.9% | +61.5% | +25.2% |
| YTD | -9.5% | -26.9% | +17.3% | -13.3% |
| 1Y | -18.4% | -34.2% | +15.8% | -26.3% |
| All | -18.4% | -33.6% | +15.2% | -26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ACI 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling