+1,179.3%
MU vs MSFU
+93.3%
+1,086.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.9% | +7.0% | +5.7% |
| 7D | -22.0% | +2.5% | -24.5% | -22.7% |
| 30D | -36.6% | -1.3% | -35.3% | -36.3% |
| 3M | -21.7% | +8.6% | -30.4% | -24.4% |
| 6M | +3.5% | +48.4% | -44.9% | -12.5% |
| YTD | +141.9% | +1.6% | +140.4% | +132.3% |
| 1Y | +189.8% | -5.8% | +195.6% | +188.7% |
| 3Y | +855.4% | +30.9% | +824.4% | +674.7% |
| All | +1,179.3% | +93.3% | +1,086.0% | +766.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling