+1,784.5%
MU vs MSFU
+76.3%
+1,708.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -4.2% | +10.3% | +7.4% |
| 7D | +9.0% | -5.7% | +14.7% | +10.7% |
| 30D | +13.8% | +4.2% | +9.6% | +11.6% |
| 3M | +2.1% | +27.9% | -25.8% | -7.7% |
| 6M | +153.8% | +37.1% | +116.7% | +118.1% |
| YTD | +256.4% | -7.4% | +263.8% | +253.1% |
| 1Y | +719.8% | -19.6% | +739.4% | +763.8% |
| 3Y | +1,360.4% | +33.2% | +1,327.2% | +1,067.4% |
| All | +1,784.5% | +76.3% | +1,708.2% | +1,217.4% |
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 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