+256.4%
QLD vs MSFU
+87.3%
+169.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.5% | -1.1% |
| 7D | +12.5% | -4.9% | +17.4% | +15.3% |
| 30D | -15.7% | -9.1% | -6.6% | -11.5% |
| 3M | -11.9% | +8.7% | -20.6% | -16.8% |
| 6M | -10.3% | +48.3% | -58.5% | -33.3% |
| YTD | +15.6% | -1.6% | +17.2% | +7.7% |
| 1Y | +12.1% | -13.6% | +25.7% | +14.6% |
| 3Y | +150.7% | +20.2% | +130.4% | +82.0% |
| All | +256.4% | +87.3% | +169.1% | +72.8% |
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