+88.0%
MSFU vs APTV
-56.3%
+144.3%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.5% | +0.4% |
| 7D | -2.8% | -1.7% | -1.0% | -2.2% |
| 30D | -5.3% | -11.6% | +6.3% | -1.5% |
| 3M | +7.2% | -21.2% | +28.4% | +15.4% |
| 6M | +51.0% | -28.5% | +79.5% | +63.4% |
| YTD | -1.2% | -49.1% | +47.8% | +19.7% |
| 1Y | -10.3% | -52.2% | +41.9% | +11.3% |
| 3Y | +22.2% | -48.6% | +70.8% | +37.7% |
| All | +88.0% | -56.3% | +144.3% | +119.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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