+88.0%
MSFU vs FND
-38.1%
+126.2%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.2% | +2.6% | +1.0% |
| 7D | -2.8% | -6.8% | +4.1% | -0.9% |
| 30D | -5.3% | +8.0% | -13.3% | -7.2% |
| 3M | +7.2% | -18.9% | +26.2% | +12.9% |
| 6M | +51.0% | +4.7% | +46.3% | +46.6% |
| YTD | -1.2% | -21.6% | +20.3% | +2.8% |
| 1Y | -10.3% | -22.0% | +11.7% | -6.9% |
| 3Y | +22.2% | -40.4% | +62.7% | +23.0% |
| All | +88.0% | -38.1% | +126.2% | +75.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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