+72.2%
MSFU vs ARWR
+127.4%
-55.2%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.4% | -0.9% | -2.1% |
| 7D | -3.2% | +2.9% | -6.0% | -3.5% |
| 30D | -3.1% | -2.9% | -0.2% | -2.8% |
| 3M | +35.3% | +15.2% | +20.0% | +31.9% |
| 6M | +31.6% | +42.3% | -10.7% | +23.9% |
| YTD | -9.5% | +28.2% | -37.7% | -14.1% |
| 1Y | -18.4% | +213.2% | -231.7% | -34.0% |
| 3Y | +26.9% | +184.6% | -157.7% | -5.5% |
| All | +72.2% | +127.4% | -55.2% | +33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ARWR 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling