+73.2%
MSFU vs OSCR
+499.1%
-425.9%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.6% | +1.1% |
| 7D | -1.8% | +1.6% | -3.4% | -2.0% |
| 30D | +0.5% | +10.7% | -10.2% | -0.6% |
| 3M | +51.9% | +13.4% | +38.5% | +49.4% |
| 6M | +35.0% | +144.6% | -109.6% | +22.1% |
| YTD | -9.0% | +128.0% | -137.1% | -17.4% |
| 1Y | -18.8% | +68.7% | -87.5% | -24.7% |
| 3Y | +25.5% | +398.8% | -373.3% | -0.5% |
| All | +73.2% | +499.1% | -425.9% | +50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 5y: compounded portfolio wealth divided by compounded OSCR 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…
5y analysis · Full analysis span regression · 6 months rolling