+72.2%
MSFU vs GEN
+46.4%
+25.8%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.7% | +0.4% | -0.9% |
| 7D | -3.2% | -0.7% | -2.5% | -2.8% |
| 30D | -3.1% | +2.6% | -5.8% | -4.3% |
| 3M | +35.3% | +15.8% | +19.5% | +25.9% |
| 6M | +31.6% | +33.1% | -1.5% | +14.4% |
| YTD | -9.5% | +11.3% | -20.8% | -14.9% |
| 1Y | -18.4% | +1.7% | -20.1% | -20.7% |
| 3Y | +26.9% | +58.1% | -31.2% | +1.1% |
| All | +72.2% | +46.4% | +25.8% | +52.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling