+265.1%
MU vs MSFU
-2.2%
+267.4%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +13.5% | -20.5% | -7.7% |
| 7D | -19.1% | +8.2% | -27.3% | -19.4% |
| 30D | -25.2% | +10.2% | -35.4% | -25.5% |
| 3M | -10.9% | +22.9% | -33.8% | -11.8% |
| 6M | +38.0% | +63.2% | -25.2% | +36.7% |
| YTD | +178.8% | +11.7% | +167.1% | +201.5% |
| 1Y | +265.1% | -3.5% | +268.6% | +332.4% |
| All | +265.1% | -2.2% | +267.4% | +332.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 1y: compounded portfolio wealth divided by compounded MSFU 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…
1y analysis · Full analysis span regression · 6 months rolling