+77.1%
ORLY vs MSFU
+71.2%
+5.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.7% |
| 7D | -2.1% | -6.9% | +4.8% | -1.8% |
| 30D | -7.6% | -5.1% | -2.5% | -7.4% |
| 3M | -5.5% | +44.6% | -50.1% | -7.3% |
| 6M | -9.7% | +32.8% | -42.5% | -11.5% |
| YTD | -6.2% | -10.1% | +3.8% | -5.8% |
| 1Y | -18.6% | -19.4% | +0.7% | -17.8% |
| 3Y | +33.8% | +26.2% | +7.7% | +27.0% |
| All | +77.1% | +71.2% | +5.8% | +64.8% |
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