+236.5%
PSX vs MSFU
+103.9%
+132.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +5.5% | -2.5% | +2.6% |
| 7D | -8.0% | +14.6% | -22.6% | -8.9% |
| 30D | -9.0% | +2.1% | -11.2% | -9.2% |
| 3M | +24.7% | +14.7% | +10.1% | +23.3% |
| 6M | +49.3% | +55.7% | -6.3% | +43.1% |
| YTD | +100.2% | +7.1% | +93.1% | +98.4% |
| 1Y | +88.8% | -0.5% | +89.4% | +88.7% |
| 3Y | +152.5% | +35.7% | +116.8% | +131.4% |
| All | +236.5% | +103.9% | +132.6% | +201.4% |
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