+402.3%
NET vs MSFU
+73.2%
+329.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.1% | -2.6% | -2.1% |
| 7D | +9.9% | -1.8% | +11.7% | +10.8% |
| 30D | -1.6% | +0.5% | -2.1% | -2.0% |
| 3M | +34.8% | +51.9% | -17.1% | +2.6% |
| 6M | +43.9% | +35.0% | +9.0% | +16.3% |
| YTD | +55.5% | -9.0% | +64.5% | +55.0% |
| 1Y | +36.5% | -18.8% | +55.3% | +43.9% |
| 3Y | +368.3% | +25.5% | +342.8% | +221.6% |
| All | +402.3% | +73.2% | +329.2% | +152.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling