+297.0%
MXL vs MSFU
-2.2%
+299.2%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | +13.5% | -24.6% | -12.8% |
| 7D | -24.3% | +8.2% | -32.5% | -25.2% |
| 30D | -46.1% | +10.2% | -56.3% | -46.7% |
| 3M | -21.8% | +22.9% | -44.7% | -23.7% |
| 6M | -27.2% | +63.2% | -90.4% | -31.7% |
| YTD | +226.2% | +11.7% | +214.4% | +203.7% |
| 1Y | +297.0% | -3.5% | +300.5% | +274.6% |
| All | +297.0% | -2.2% | +299.2% | +274.6% |
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 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