+47.6%
ON vs MSFU
-2.2%
+49.8%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +13.5% | -15.3% | -1.7% |
| 7D | -5.8% | +8.2% | -14.0% | -5.8% |
| 30D | -17.1% | +10.2% | -27.3% | -17.0% |
| 3M | -11.8% | +22.9% | -34.7% | -11.4% |
| 6M | -30.2% | +63.2% | -93.4% | -26.6% |
| YTD | +31.6% | +11.7% | +19.8% | +39.0% |
| 1Y | +47.6% | -3.5% | +51.1% | +54.1% |
| All | +47.6% | -2.2% | +49.8% | +54.1% |
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