+339.4%
MXL vs MSFU
-20.3%
+359.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.3% | -3.3% | -3.1% |
| 7D | +16.6% | -6.9% | +23.6% | +17.5% |
| 30D | +0.5% | -5.1% | +5.6% | +0.9% |
| 3M | -3.6% | +44.6% | -48.3% | -8.3% |
| 6M | +328.0% | +32.8% | +295.2% | +302.9% |
| YTD | +297.8% | -10.1% | +307.9% | +284.4% |
| 1Y | +339.4% | -19.4% | +358.8% | +335.9% |
| All | +339.4% | -20.3% | +359.7% | +335.9% |
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