+9.7%
O vs MSFU
-13.0%
+22.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.7% |
| 7D | -0.4% | -2.8% | +2.4% | -0.5% |
| 30D | +7.1% | -5.3% | +12.4% | +6.9% |
| 3M | -5.2% | +7.2% | -12.5% | -4.8% |
| 6M | -1.8% | +51.0% | -52.8% | +0.2% |
| YTD | +9.1% | -1.2% | +10.3% | +8.2% |
| 1Y | +9.7% | -10.3% | +20.0% | +9.1% |
| All | +9.7% | -13.0% | +22.6% | +9.1% |
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