+2,396.4%
MUU vs MSFU
-20.6%
+2,417.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.9% | +6.4% | +5.6% |
| 7D | +15.0% | -2.3% | +17.4% | +15.2% |
| 30D | +36.8% | -6.3% | +43.1% | +37.7% |
| 3M | -8.5% | +40.0% | -48.5% | -11.4% |
| 6M | +320.7% | +30.1% | +290.6% | +310.1% |
| YTD | +599.7% | -10.3% | +610.0% | +722.4% |
| All | +2,396.4% | -20.6% | +2,417.0% | +3,264.4% |
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 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