+25.2%
MSFU vs TRGP
+252.5%
-227.3%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +2.8% | -7.2% | -4.6% |
| 7D | +4.0% | -5.8% | +9.8% | +4.6% |
| 30D | -2.3% | -1.5% | -0.8% | -2.2% |
| 3M | +7.1% | +6.1% | +1.0% | +6.0% |
| 6M | +48.9% | +14.4% | +34.5% | +44.8% |
| YTD | +2.4% | +55.3% | -52.9% | -7.6% |
| 1Y | -8.1% | +69.1% | -77.2% | -19.1% |
| 3Y | +25.2% | +254.3% | -229.1% | +3.4% |
| All | +25.2% | +252.5% | -227.3% | +3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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