-19.7%
MSFU vs SHAK
-36.9%
+17.1%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.4% | +0.5% |
| 7D | -6.9% | -11.0% | +4.0% | -6.0% |
| 30D | -5.1% | -14.0% | +8.9% | -3.9% |
| 3M | +44.6% | +13.3% | +31.4% | +42.6% |
| 6M | +32.8% | -35.3% | +68.1% | +32.3% |
| YTD | -10.1% | -24.0% | +13.9% | -12.0% |
| All | -19.7% | -36.9% | +17.1% | -19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 SHAK 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