-3.5%
MSFU vs SPXU
-30.4%
+26.9%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | -4.9% | +18.4% | +10.0% |
| 7D | +8.2% | +2.2% | +6.0% | +10.3% |
| 30D | +10.2% | +3.8% | +6.4% | +14.0% |
| 3M | +22.9% | +3.3% | +19.6% | +27.8% |
| 6M | +63.2% | -16.7% | +79.9% | +51.5% |
| YTD | +11.7% | -28.6% | +40.4% | -2.5% |
| 1Y | -3.5% | -30.6% | +27.1% | -16.7% |
| All | -3.5% | -30.4% | +26.9% | -16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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