+327.1%
NET vs MSFU
+32.9%
+294.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.2% | +2.2% | -0.2% |
| 7D | -7.0% | -5.7% | -1.3% | -4.6% |
| 30D | -4.8% | +4.2% | -9.0% | -6.6% |
| 3M | +3.8% | +27.9% | -24.1% | -8.5% |
| 6M | +50.0% | +37.1% | +12.9% | +26.7% |
| YTD | +41.5% | -7.4% | +48.9% | +40.7% |
| 1Y | +32.8% | -19.6% | +52.4% | +40.0% |
| All | +327.1% | +32.9% | +294.2% | +230.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling