+26.9%
MSFU vs SPXU
-80.6%
+107.5%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.7% | -4.0% | -1.2% |
| 7D | -3.2% | -1.5% | -1.7% | -3.9% |
| 30D | -3.1% | +3.7% | -6.9% | -0.5% |
| 3M | +35.3% | -9.6% | +44.8% | +29.5% |
| 6M | +31.6% | -32.4% | +63.9% | +7.2% |
| YTD | -9.5% | -28.7% | +19.2% | -22.8% |
| 1Y | -18.4% | -38.2% | +19.8% | -35.4% |
| 3Y | +26.9% | -80.4% | +107.4% | -34.1% |
| All | +26.9% | -80.6% | +107.5% | -34.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling