+1,380.4%
MU vs MSFU
+87.3%
+1,293.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.4% | -1.8% |
| 7D | +21.6% | -4.9% | +26.6% | +23.2% |
| 30D | -16.2% | -9.1% | -7.1% | -13.9% |
| 3M | -12.4% | +8.7% | -21.1% | -15.4% |
| 6M | +4.2% | +48.3% | -44.1% | -12.1% |
| YTD | +180.0% | -1.6% | +181.6% | +170.9% |
| 1Y | +226.4% | -13.6% | +240.0% | +236.2% |
| 3Y | +969.7% | +20.2% | +949.5% | +792.9% |
| All | +1,380.4% | +87.3% | +1,293.1% | +910.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling