+30.2%
MSFU vs PAAS
+236.3%
-206.1%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.4% | -1.8% | -3.8% |
| 7D | -5.7% | -2.9% | -2.8% | -5.2% |
| 30D | +4.2% | +6.8% | -2.6% | +2.7% |
| 3M | +27.9% | -2.9% | +30.8% | +27.8% |
| 6M | +37.1% | -16.4% | +53.6% | +39.2% |
| YTD | -7.4% | 0.0% | -7.4% | -8.6% |
| 1Y | -19.6% | +54.3% | -73.9% | -25.6% |
| All | +30.2% | +236.3% | -206.1% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 3y: compounded portfolio wealth divided by compounded PAAS 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…
3y analysis · Full analysis span regression · 6 months rolling