-7.3%
PATH vs MSFU
+95.0%
-102.3%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.3% | +3.2% | +0.9% |
| 7D | -2.3% | +4.0% | -6.3% | -4.7% |
| 30D | -4.8% | -2.3% | -2.5% | -4.6% |
| 3M | -17.7% | +7.1% | -24.8% | -21.0% |
| 6M | +18.9% | +48.9% | -30.0% | -5.2% |
| YTD | -21.7% | +2.4% | -24.2% | -26.2% |
| 1Y | -9.6% | -8.1% | -1.6% | -10.3% |
| 3Y | -25.8% | +25.2% | -51.0% | -42.6% |
| All | -7.3% | +95.0% | -102.3% | -51.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling