+270.6%
PH vs MSFU
+95.0%
+175.5%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.3% | +5.2% | +1.5% |
| 7D | +2.1% | +4.0% | -1.9% | +1.4% |
| 30D | +0.3% | -2.3% | +2.6% | +0.3% |
| 3M | -8.8% | +7.1% | -15.9% | -10.1% |
| 6M | +10.0% | +48.9% | -38.9% | +2.4% |
| YTD | +10.5% | +2.4% | +8.0% | +9.1% |
| 1Y | +15.5% | -8.1% | +23.6% | +16.9% |
| 3Y | +136.4% | +25.2% | +111.2% | +108.1% |
| All | +270.6% | +95.0% | +175.5% | +187.6% |
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