+97.0%
MSFU vs DECK
+62.4%
+34.6%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -1.5% | -5.8% | -7.0% |
| 7D | +1.0% | +6.0% | -5.0% | -0.5% |
| 30D | +0.6% | +7.4% | -6.8% | -1.4% |
| 3M | +16.4% | -11.7% | +28.0% | +20.1% |
| 6M | +53.0% | -11.0% | +64.0% | +56.8% |
| YTD | +3.5% | -15.4% | +18.8% | +6.0% |
| 1Y | -7.8% | +7.2% | -15.1% | -12.7% |
| 3Y | +35.6% | -11.8% | +47.4% | +24.8% |
| All | +97.0% | +62.4% | +34.6% | +30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 10y: compounded portfolio wealth divided by compounded DECK 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…
10y analysis · Full analysis span regression · 6 months rolling