+719.8%
MU vs MSFU
-18.4%
+738.2%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -4.2% | +10.3% | +6.3% |
| 7D | +9.0% | -5.7% | +14.7% | +9.3% |
| 30D | +13.8% | +4.2% | +9.6% | +13.3% |
| 3M | +2.1% | +27.9% | -25.8% | +2.3% |
| 6M | +153.8% | +37.1% | +116.7% | +149.6% |
| YTD | +256.4% | -7.4% | +263.8% | +283.6% |
| 1Y | +719.8% | -19.6% | +739.4% | +847.2% |
| All | +719.8% | -18.4% | +738.2% | +847.2% |
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