+2,620.0%
MUU vs MSFU
+4.9%
+2,615.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -4.2% | +15.8% | +13.5% |
| 7D | +17.4% | -5.7% | +23.1% | +20.1% |
| 30D | +24.0% | +4.2% | +19.8% | +19.6% |
| 3M | -23.9% | +27.9% | -51.8% | -34.4% |
| 6M | +284.4% | +37.1% | +247.3% | +200.3% |
| YTD | +583.7% | -7.4% | +591.1% | +598.3% |
| 1Y | +2,981.5% | -19.6% | +3,001.1% | +3,531.3% |
| All | +2,620.0% | +4.9% | +2,615.1% | +1,959.6% |
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