+73.2%
MSFU vs AU
+788.3%
-715.1%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +1.1% |
| 7D | -1.8% | -4.3% | +2.5% | -1.2% |
| 30D | +0.5% | +7.3% | -6.8% | -0.8% |
| 3M | +51.9% | +26.3% | +25.5% | +46.2% |
| 6M | +35.0% | +1.8% | +33.2% | +32.5% |
| YTD | -9.0% | +26.8% | -35.8% | -13.5% |
| 1Y | -18.8% | +66.7% | -85.5% | -26.0% |
| 3Y | +25.5% | +579.1% | -553.6% | -14.9% |
| All | +73.2% | +788.3% | -715.1% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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