+336.9%
NET vs MSFU
+112.7%
+224.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +13.5% | -16.0% | -9.5% |
| 7D | -16.4% | +8.2% | -24.5% | -20.2% |
| 30D | -25.8% | +10.2% | -36.0% | -29.9% |
| 3M | -11.5% | +22.9% | -34.4% | -21.5% |
| 6M | +18.9% | +63.2% | -44.3% | -12.6% |
| YTD | +35.2% | +11.7% | +23.5% | +20.1% |
| 1Y | +14.5% | -3.5% | +18.0% | +10.8% |
| 3Y | +313.8% | +46.4% | +267.4% | +166.4% |
| All | +336.9% | +112.7% | +224.2% | +96.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling