+504.3%
MUU vs MSFU
-2.2%
+506.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +13.5% | -27.5% | -15.4% |
| 7D | -35.9% | +8.2% | -44.0% | -36.4% |
| 30D | -47.1% | +10.2% | -57.3% | -47.5% |
| 3M | -29.8% | +22.9% | -52.7% | -31.4% |
| 6M | +16.0% | +63.2% | -47.2% | +14.1% |
| YTD | +286.1% | +11.7% | +274.4% | +350.7% |
| 1Y | +504.3% | -3.5% | +507.8% | +756.9% |
| All | +504.3% | -2.2% | +506.5% | +756.9% |
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