+30.2%
MSFU vs ACWI
+76.1%
-45.9%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | 0.0% | -4.1% | -4.1% |
| 7D | -5.7% | +0.5% | -6.2% | -6.4% |
| 30D | +4.2% | +0.9% | +3.3% | +2.6% |
| 3M | +27.9% | +2.4% | +25.5% | +22.9% |
| 6M | +37.1% | +12.4% | +24.7% | +11.0% |
| YTD | -7.4% | +15.2% | -22.5% | -28.3% |
| 1Y | -19.6% | +22.7% | -42.3% | -44.7% |
| All | +30.2% | +76.1% | -45.9% | -49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 3y: compounded portfolio wealth divided by compounded ACWI 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…
3y analysis · Full analysis span regression · 6 months rolling