-50.4%
ORCL vs MSFU
-6.0%
-44.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.3% | +2.8% | +0.3% |
| 7D | -6.5% | +4.0% | -10.6% | -8.5% |
| 30D | -16.6% | -2.3% | -14.2% | -15.9% |
| 3M | -21.6% | +7.1% | -28.7% | -24.3% |
| 6M | -39.4% | +48.9% | -88.3% | -48.5% |
| YTD | -38.7% | +2.4% | -41.1% | -46.7% |
| 1Y | -50.4% | -8.1% | -42.3% | -55.6% |
| All | -50.4% | -6.0% | -44.4% | -55.6% |
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