+104.9%
PSX vs MSFU
-18.4%
+123.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.3% | +3.9% | +1.5% |
| 7D | +2.8% | -3.2% | +6.0% | +2.7% |
| 30D | +27.8% | -3.1% | +30.9% | +27.7% |
| 3M | +42.0% | +35.3% | +6.8% | +42.8% |
| 6M | +58.1% | +31.6% | +26.5% | +59.8% |
| YTD | +105.0% | -9.5% | +114.5% | +101.0% |
| 1Y | +104.9% | -18.4% | +123.3% | +106.9% |
| All | +104.9% | -18.4% | +123.4% | +106.9% |
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 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