+70.7%
MSFU vs TECH
-9.2%
+79.9%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | -2.3% | -0.1% | -2.3% | -2.3% |
| 30D | -6.3% | +0.3% | -6.5% | -6.3% |
| 3M | +40.0% | +32.9% | +7.0% | +28.5% |
| 6M | +30.1% | +32.1% | -2.0% | +18.3% |
| YTD | -10.3% | +23.4% | -33.7% | -17.1% |
| 1Y | -19.0% | +34.1% | -53.1% | -28.0% |
| 3Y | +25.8% | +2.2% | +23.6% | +18.8% |
| All | +70.7% | -9.2% | +79.9% | +74.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling