-3.5%
MSFU vs CVE
+73.4%
-76.9%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | -7.6% | +21.1% | +12.2% |
| 7D | +8.2% | -12.1% | +20.3% | +6.5% |
| 30D | +10.2% | -9.8% | +20.0% | +9.0% |
| 3M | +22.9% | -0.7% | +23.6% | +22.9% |
| 6M | +63.2% | -4.3% | +67.5% | +62.1% |
| YTD | +11.7% | +70.6% | -58.9% | +32.2% |
| 1Y | -3.5% | +73.2% | -76.6% | +12.7% |
| All | -3.5% | +73.4% | -76.9% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 CVE 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