-3.5%
MSFU vs GEN
+20.2%
-23.7%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | +4.0% | +9.5% | +11.5% |
| 7D | +8.2% | +26.9% | -18.7% | -4.8% |
| 30D | +10.2% | +38.6% | -28.5% | -8.4% |
| 3M | +22.9% | +9.7% | +13.1% | +17.8% |
| 6M | +63.2% | +58.9% | +4.3% | +21.2% |
| YTD | +11.7% | +15.3% | -3.6% | -1.6% |
| 1Y | -3.5% | +21.8% | -25.3% | -15.0% |
| All | -3.5% | +20.2% | -23.7% | -15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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