-13.6%
MSFU vs AVAV
-63.2%
+49.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.9% | +3.7% | +1.4% |
| 7D | -4.9% | +18.4% | -23.3% | -8.4% |
| 30D | -9.1% | -4.9% | -4.1% | -8.5% |
| 3M | +8.7% | -37.7% | +46.3% | +19.8% |
| 6M | +48.3% | -28.4% | +76.7% | +55.8% |
| YTD | -1.6% | -50.0% | +48.4% | +7.0% |
| 1Y | -13.6% | -62.6% | +49.0% | +3.6% |
| All | -13.6% | -63.2% | +49.6% | +3.6% |
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