+140.6%
PM vs MSFU
+71.2%
+69.4%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.3% | +1.9% | +2.2% |
| 7D | +1.9% | -6.9% | +8.9% | +2.1% |
| 30D | +1.9% | -5.1% | +7.0% | +2.0% |
| 3M | +4.6% | +44.6% | -40.1% | +3.7% |
| 6M | +11.7% | +32.8% | -21.1% | +10.7% |
| YTD | +20.4% | -10.1% | +30.4% | +21.2% |
| 1Y | +19.0% | -19.4% | +38.3% | +20.3% |
| 3Y | +130.4% | +26.2% | +104.2% | +119.8% |
| All | +140.6% | +71.2% | +69.4% | +119.2% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling