+3.6%
QCOM vs MSFU
-12.2%
+15.8%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.8% | +6.5% | +2.1% |
| 7D | +2.0% | -12.7% | +14.6% | +3.0% |
| 30D | +1.2% | -9.0% | +10.2% | +1.7% |
| 3M | +9.1% | +2.9% | +6.2% | +9.3% |
| 6M | -25.0% | +43.5% | -68.5% | -23.6% |
| YTD | +4.8% | -2.4% | +7.3% | +6.4% |
| 1Y | +3.6% | -13.5% | +17.1% | +5.2% |
| All | +3.6% | -12.2% | +15.8% | +5.2% |
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