+82.2%
ORCL vs MSFU
+85.8%
-3.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -4.8% | +13.6% | +10.8% |
| 7D | +3.8% | -12.7% | +16.4% | +9.4% |
| 30D | -6.6% | -9.0% | +2.4% | -3.3% |
| 3M | -11.4% | +2.9% | -14.4% | -13.4% |
| 6M | -33.3% | +43.5% | -76.8% | -44.1% |
| YTD | -33.3% | -2.4% | -30.8% | -36.2% |
| 1Y | -44.9% | -13.5% | -31.4% | -44.9% |
| 3Y | +17.6% | +19.2% | -1.6% | 0.0% |
| All | +82.2% | +85.8% | -3.6% | +36.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling