+71.2%
MSFU vs XHB
+70.2%
+1.0%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.3% | +2.6% | +1.3% |
| 7D | -6.9% | -5.2% | -1.7% | -4.8% |
| 30D | -5.1% | -12.1% | +7.0% | +0.2% |
| 3M | +44.6% | -6.2% | +50.9% | +47.4% |
| 6M | +32.8% | -6.7% | +39.5% | +34.4% |
| YTD | -10.1% | -5.5% | -4.6% | -10.8% |
| 1Y | -19.4% | -15.6% | -3.7% | -15.2% |
| 3Y | +26.2% | +22.0% | +4.2% | -3.6% |
| All | +71.2% | +70.2% | +1.0% | -5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded XHB 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling