-10.6%
PATH vs MSFU
-10.2%
-0.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -7.4% | +3.7% | -0.9% |
| 7D | -5.6% | +1.0% | -6.6% | -6.4% |
| 30D | -0.7% | +0.6% | -1.3% | -1.4% |
| 3M | -5.9% | +16.4% | -22.2% | -11.5% |
| 6M | +21.6% | +53.0% | -31.4% | +3.1% |
| YTD | -20.6% | +3.5% | -24.1% | -23.4% |
| 1Y | -10.6% | -7.8% | -2.7% | -10.1% |
| All | -10.6% | -10.2% | -0.4% | -10.1% |
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