-10.3%
MSFU vs RACE
-1.0%
-9.3%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | -0.3% |
| 7D | -2.8% | -1.2% | -1.6% | -2.2% |
| 30D | -5.3% | +6.1% | -11.4% | -7.3% |
| 3M | +7.2% | -0.3% | +7.5% | +7.6% |
| 6M | +51.0% | +23.4% | +27.6% | +43.6% |
| YTD | -1.2% | +12.5% | -13.8% | -5.2% |
| 1Y | -10.3% | -0.5% | -9.9% | -9.5% |
| All | -10.3% | -1.0% | -9.3% | -9.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling