+88.0%
MSFU vs GEN
+49.3%
+38.7%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.4% | -2.0% | -0.7% |
| 7D | -2.8% | +2.0% | -4.8% | -3.8% |
| 30D | -5.3% | +27.7% | -33.0% | -16.1% |
| 3M | +7.2% | +3.3% | +4.0% | +4.8% |
| 6M | +51.0% | +31.8% | +19.2% | +31.8% |
| YTD | -1.2% | +13.5% | -14.7% | -8.7% |
| 1Y | -10.3% | +16.0% | -26.4% | -18.1% |
| 3Y | +22.2% | +70.6% | -48.4% | -7.0% |
| All | +88.0% | +49.3% | +38.7% | +63.1% |
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