+73.2%
MSFU vs HDB
-20.8%
+94.0%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +6.9% | -5.7% | -1.0% |
| 7D | -1.8% | +0.7% | -2.5% | -2.1% |
| 30D | +0.5% | +1.0% | -0.5% | +0.1% |
| 3M | +51.9% | -2.0% | +53.8% | +51.5% |
| 6M | +35.0% | -18.1% | +53.1% | +42.5% |
| YTD | -9.0% | -36.1% | +27.1% | +3.6% |
| 1Y | -18.8% | -34.0% | +15.2% | -8.5% |
| 3Y | +25.5% | -26.7% | +52.2% | +35.0% |
| All | +73.2% | -20.8% | +94.0% | +68.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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