+25.2%
MSFU vs PAAS
+206.7%
-181.5%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -5.8% | +1.5% | -3.2% |
| 7D | +4.0% | +4.2% | -0.1% | +3.5% |
| 30D | -2.3% | -13.8% | +11.5% | +0.3% |
| 3M | +7.1% | -22.7% | +29.8% | +11.6% |
| 6M | +48.9% | -32.1% | +81.0% | +57.4% |
| YTD | +2.4% | -22.3% | +24.7% | +5.2% |
| 1Y | -8.1% | +7.7% | -15.8% | -10.3% |
| 3Y | +25.2% | +214.0% | -188.8% | +6.2% |
| All | +25.2% | +206.7% | -181.5% | +6.2% |
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