+49.2%
MSFU vs SUNB
+15.8%
+33.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +2.4% | -7.2% | -4.6% |
| 7D | -12.7% | +3.2% | -15.9% | -12.5% |
| 30D | -9.0% | +10.3% | -19.3% | -8.3% |
| 3M | +2.9% | +3.9% | -0.9% | +3.2% |
| 6M | +43.5% | +17.5% | +26.0% | +48.5% |
| All | +49.2% | +15.8% | +33.4% | +54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 SUNB 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