+95.0%
MSFU vs ACWI
+97.6%
-2.6%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.9% | -3.5% |
| 7D | +4.0% | -0.2% | +4.2% | +4.9% |
| 30D | -2.3% | -3.3% | +1.0% | +4.5% |
| 3M | +7.1% | -3.4% | +10.5% | +15.0% |
| 6M | +48.9% | +0.8% | +48.1% | +48.0% |
| YTD | +2.4% | +10.7% | -8.3% | -14.7% |
| 1Y | -8.1% | +11.6% | -19.7% | -24.6% |
| 3Y | +25.2% | +73.4% | -48.2% | -53.5% |
| All | +95.0% | +97.6% | -2.6% | -41.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling