+10.2%
ORCL vs MSFU
+32.6%
-22.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.9% | +2.7% | +1.6% |
| 7D | -11.2% | +2.5% | -13.6% | -12.5% |
| 30D | -18.8% | -1.3% | -17.5% | -18.5% |
| 3M | -18.8% | +8.6% | -27.4% | -22.4% |
| 6M | -39.7% | +48.4% | -88.1% | -50.7% |
| YTD | -39.6% | +1.6% | -41.2% | -43.2% |
| 1Y | -51.7% | -5.8% | -46.0% | -53.2% |
| 3Y | +10.2% | +30.9% | -20.7% | -11.2% |
| All | +10.2% | +32.6% | -22.4% | -11.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling