-6.1%
PATH vs MSFU
+32.9%
-39.0%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -4.2% | -12.5% | -14.9% |
| 7D | -16.3% | -5.7% | -10.6% | -14.1% |
| 30D | +9.9% | +4.2% | +5.7% | +8.3% |
| 3M | +30.2% | +27.9% | +2.3% | +15.8% |
| 6M | +37.2% | +37.1% | +0.1% | +17.9% |
| YTD | -7.3% | -7.4% | +0.1% | -7.2% |
| 1Y | +40.0% | -19.6% | +59.6% | +47.6% |
| All | -6.1% | +32.9% | -39.0% | -22.0% |
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