+249.7%
PSX vs MSFU
+87.3%
+162.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.6% |
| 7D | +6.4% | -4.9% | +11.3% | +6.8% |
| 30D | -10.2% | -9.1% | -1.1% | -9.7% |
| 3M | +17.2% | +8.7% | +8.5% | +16.1% |
| 6M | +51.8% | +48.3% | +3.5% | +45.8% |
| YTD | +108.0% | -1.6% | +109.6% | +107.3% |
| 1Y | +96.1% | -13.6% | +109.7% | +98.7% |
| 3Y | +155.9% | +20.2% | +135.6% | +136.8% |
| All | +249.7% | +87.3% | +162.4% | +214.8% |
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