-5.8%
MSFU vs AVAV
-67.9%
+62.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +10.5% | -12.3% | -4.0% |
| 7D | +2.5% | -10.6% | +13.0% | +4.5% |
| 30D | -1.3% | -18.8% | +17.5% | +2.7% |
| 3M | +8.6% | -34.1% | +42.8% | +18.0% |
| 6M | +48.4% | -35.3% | +83.7% | +59.3% |
| YTD | +1.6% | -53.4% | +54.9% | +12.3% |
| 1Y | -5.8% | -65.6% | +59.9% | +13.9% |
| All | -5.8% | -67.9% | +62.1% | +13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 1y: compounded portfolio wealth divided by compounded AVAV 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…
1y analysis · Full analysis span regression · 6 months rolling