+129.8%
ORCL vs MSFU
+72.2%
+57.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.3% | +4.7% | +3.3% |
| 7D | +15.0% | -3.2% | +18.2% | +16.4% |
| 30D | +10.5% | -3.1% | +13.7% | +11.6% |
| 3M | -23.0% | +35.3% | -58.3% | -33.6% |
| 6M | +7.0% | +31.6% | -24.6% | -6.8% |
| YTD | -15.8% | -9.5% | -6.3% | -16.4% |
| 1Y | -31.1% | -18.4% | -12.7% | -29.1% |
| 3Y | +33.3% | +26.9% | +6.3% | +12.7% |
| All | +129.8% | +72.2% | +57.5% | +79.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling