+40.7%
QCOM vs MSFU
+93.3%
-52.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.9% | +7.4% | +6.0% |
| 7D | +0.4% | +2.5% | -2.1% | -0.3% |
| 30D | -6.6% | -1.3% | -5.3% | -6.3% |
| 3M | +3.7% | +8.6% | -5.0% | +1.3% |
| 6M | -13.3% | +48.4% | -61.7% | -23.5% |
| YTD | -1.8% | +1.6% | -3.3% | -3.8% |
| 1Y | -2.5% | -5.8% | +3.3% | -2.2% |
| 3Y | +47.0% | +30.9% | +16.0% | +20.3% |
| All | +40.7% | +93.3% | -52.6% | -9.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling