+71.2%
MSFU vs HRB
+16.2%
+55.0%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.4% |
| 7D | -6.9% | -12.2% | +5.2% | -4.6% |
| 30D | -5.1% | -3.0% | -2.2% | -4.8% |
| 3M | +44.6% | +21.7% | +22.9% | +36.7% |
| 6M | +32.8% | +52.3% | -19.5% | +19.2% |
| YTD | -10.1% | +6.5% | -16.5% | -13.8% |
| 1Y | -19.4% | -6.7% | -12.7% | -21.0% |
| 3Y | +26.2% | +25.1% | +1.1% | +10.6% |
| All | +71.2% | +16.2% | +55.0% | +60.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded HRB 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling