+71.2%
MSFU vs AZO
+34.2%
+37.1%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.5% |
| 7D | -6.9% | -2.9% | -4.0% | -6.4% |
| 30D | -5.1% | -5.3% | +0.2% | -4.2% |
| 3M | +44.6% | -7.3% | +52.0% | +46.1% |
| 6M | +32.8% | -22.7% | +55.5% | +39.3% |
| YTD | -10.1% | -15.0% | +5.0% | -7.9% |
| 1Y | -19.4% | -32.2% | +12.9% | -13.0% |
| 3Y | +26.2% | +10.0% | +16.2% | +15.1% |
| All | +71.2% | +34.2% | +37.1% | +34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 5y: compounded portfolio wealth divided by compounded AZO 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…
5y analysis · Full analysis span regression · 6 months rolling