+84.4%
NDAQ vs MSFU
+103.9%
-19.5%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.5% | -4.2% | +0.2% |
| 7D | -0.1% | +14.6% | -14.7% | -2.9% |
| 30D | +15.9% | +2.1% | +13.7% | +15.0% |
| 3M | +15.1% | +14.7% | +0.4% | +11.3% |
| 6M | +22.9% | +55.7% | -32.8% | +10.1% |
| YTD | +12.8% | +7.1% | +5.7% | +7.5% |
| 1Y | +26.0% | -0.5% | +26.5% | +21.7% |
| 3Y | +119.7% | +35.7% | +84.0% | +87.8% |
| All | +84.4% | +103.9% | -19.5% | +37.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling