+22.2%
MSFU vs PAAS
+195.7%
-173.4%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.5% |
| 7D | -2.8% | -8.9% | +6.2% | -1.0% |
| 30D | -5.3% | -11.4% | +6.1% | -3.1% |
| 3M | +7.2% | -20.4% | +27.7% | +11.4% |
| 6M | +51.0% | -40.7% | +91.7% | +63.6% |
| YTD | -1.2% | -26.9% | +25.7% | +2.6% |
| 1Y | -10.3% | -3.1% | -7.3% | -10.9% |
| 3Y | +22.2% | +199.3% | -177.0% | +5.9% |
| All | +22.2% | +195.7% | -173.4% | +5.9% |
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