-18.4%
PINS vs MSFU
+88.0%
-106.4%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | 0.0% |
| 7D | +1.0% | -2.8% | +3.8% | +1.8% |
| 30D | -12.0% | -5.3% | -6.7% | -10.8% |
| 3M | -17.9% | +7.2% | -25.1% | -20.3% |
| 6M | -1.0% | +51.0% | -52.0% | -16.9% |
| YTD | -26.0% | -1.2% | -24.8% | -29.2% |
| 1Y | -28.5% | -10.3% | -18.1% | -29.2% |
| 3Y | -39.2% | +22.2% | -61.4% | -50.6% |
| All | -18.4% | +88.0% | -106.4% | -46.9% |
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 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