+95.0%
MSFU vs RACE
+123.5%
-28.5%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.8% | -3.6% | -4.0% |
| 7D | +4.0% | +0.2% | +3.8% | +4.3% |
| 30D | -2.3% | +6.6% | -8.9% | -5.0% |
| 3M | +7.1% | +2.2% | +4.9% | +6.1% |
| 6M | +48.9% | +22.4% | +26.5% | +36.0% |
| YTD | +2.4% | +13.8% | -11.3% | -4.5% |
| 1Y | -8.1% | +2.2% | -10.3% | -9.6% |
| 3Y | +25.2% | +25.6% | -0.5% | -6.1% |
| All | +95.0% | +123.5% | -28.5% | -30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling