+12.4%
MSFU vs GLXY
-38.3%
+50.6%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +6.2% | -0.8% | +4.5% |
| 7D | +14.6% | -0.5% | +15.1% | +13.6% |
| 30D | +2.1% | -28.6% | +30.7% | +6.2% |
| 3M | +14.7% | -28.1% | +42.7% | +17.9% |
| 6M | +55.7% | -52.0% | +107.7% | +66.0% |
| YTD | +7.1% | -35.1% | +42.2% | +8.2% |
| 1Y | -0.5% | -54.0% | +53.5% | +3.2% |
| All | +12.4% | -38.3% | +50.6% | +13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GLXY.
Daily Out/Under-Performance
Portfolio return minus GLXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLXY 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 GLXY 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