+76.3%
MSFU vs BEN
+65.6%
+10.8%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +3.5% | -7.7% | -6.0% |
| 7D | -5.7% | +0.2% | -5.9% | -5.9% |
| 30D | +4.2% | -0.5% | +4.7% | +4.2% |
| 3M | +27.9% | +9.7% | +18.2% | +22.0% |
| 6M | +37.1% | +33.9% | +3.2% | +17.2% |
| YTD | -7.4% | +49.0% | -56.4% | -25.0% |
| 1Y | -19.6% | +42.1% | -61.7% | -33.6% |
| 3Y | +33.2% | +51.9% | -18.7% | +0.8% |
| All | +76.3% | +65.6% | +10.8% | +20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 all: compounded portfolio wealth divided by compounded BEN 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…
all analysis · Full analysis span regression · 6 months rolling