-41.6%
ORCL vs MSFU
-13.0%
-28.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.8% | -1.5% |
| 7D | +8.0% | -2.8% | +10.7% | +8.9% |
| 30D | -4.0% | -5.3% | +1.3% | -2.3% |
| 3M | -19.5% | +7.2% | -26.7% | -22.3% |
| 6M | -33.5% | +51.0% | -84.5% | -44.1% |
| YTD | -34.8% | -1.2% | -33.6% | -42.6% |
| 1Y | -41.6% | -10.3% | -31.3% | -48.2% |
| All | -41.6% | -13.0% | -28.6% | -48.2% |
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