+2,538.2%
MUU vs MSFU
+2.5%
+2,535.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.3% | -0.7% | -1.9% |
| 7D | +13.9% | -3.2% | +17.1% | +15.2% |
| 30D | +24.8% | -3.1% | +27.9% | +25.0% |
| 3M | -15.7% | +35.3% | -51.0% | -31.0% |
| 6M | +338.9% | +31.6% | +307.3% | +251.4% |
| YTD | +563.2% | -9.5% | +572.7% | +584.9% |
| 1Y | +2,577.5% | -18.4% | +2,595.9% | +2,988.4% |
| All | +2,538.2% | +2.5% | +2,535.7% | +1,919.9% |
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 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