+72.2%
MSFU vs PNC
+82.7%
-10.4%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -1.9% |
| 7D | -3.2% | +2.3% | -5.4% | -4.0% |
| 30D | -3.1% | -3.8% | +0.7% | -1.7% |
| 3M | +35.3% | +7.8% | +27.5% | +31.0% |
| 6M | +31.6% | +19.7% | +11.9% | +21.5% |
| YTD | -9.5% | +19.1% | -28.6% | -16.7% |
| 1Y | -18.4% | +23.1% | -41.5% | -26.3% |
| 3Y | +26.9% | +132.1% | -105.2% | -15.1% |
| All | +72.2% | +82.7% | -10.4% | +38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded PNC 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling