-16.8%
MSFU vs SOLS
+27.7%
-44.5%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +3.3% | -8.0% | -4.7% |
| 7D | -12.7% | +16.4% | -29.0% | -12.4% |
| 30D | -9.0% | +10.6% | -19.6% | -8.9% |
| 3M | +2.9% | +10.0% | -7.1% | +2.9% |
| 6M | +43.5% | -21.2% | +64.8% | +38.6% |
| YTD | -2.4% | +38.7% | -41.1% | -4.0% |
| 1Y | -13.5% | +46.1% | -59.6% | -14.6% |
| All | -16.8% | +27.7% | -44.5% | -17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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