+1,362.4%
MU vs MSFU
+32.9%
+1,329.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -4.2% | +10.3% | +7.3% |
| 7D | +9.0% | -5.7% | +14.7% | +10.6% |
| 30D | +13.8% | +4.2% | +9.6% | +11.7% |
| 3M | +2.1% | +27.9% | -25.8% | -6.5% |
| 6M | +153.8% | +37.1% | +116.7% | +120.9% |
| YTD | +256.4% | -7.4% | +263.8% | +260.3% |
| 1Y | +719.8% | -19.6% | +739.4% | +785.7% |
| All | +1,362.4% | +32.9% | +1,329.6% | +1,101.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling