+9.7%
PYPL vs MSFU
+32.6%
-22.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.3% | +0.9% |
| 7D | +3.9% | +2.5% | +1.5% | +3.1% |
| 30D | +7.8% | -1.3% | +9.1% | +7.6% |
| 3M | -0.7% | +8.6% | -9.3% | -3.2% |
| 6M | +28.8% | +48.4% | -19.6% | +15.0% |
| YTD | +2.4% | +1.6% | +0.8% | -1.4% |
| 1Y | -9.6% | -5.8% | -3.8% | -11.5% |
| 3Y | +9.7% | +30.9% | -21.3% | -6.5% |
| All | +9.7% | +32.6% | -22.9% | -6.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling