+99.6%
PSX vs MSFU
-18.4%
+118.0%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.2% | +4.3% | 0.0% |
| 7D | +4.5% | -5.7% | +10.2% | +4.4% |
| 30D | +26.6% | +4.2% | +22.4% | +26.8% |
| 3M | +39.3% | +27.9% | +11.4% | +39.4% |
| 6M | +56.8% | +37.1% | +19.7% | +58.8% |
| YTD | +101.8% | -7.4% | +109.2% | +98.1% |
| 1Y | +99.6% | -19.6% | +119.2% | +98.1% |
| All | +99.6% | -18.4% | +118.0% | +98.1% |
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