+242.8%
QLD vs MSFU
+95.0%
+147.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.3% | +3.1% | +1.2% |
| 7D | -3.8% | +4.0% | -7.8% | -6.0% |
| 30D | -20.5% | -2.3% | -18.2% | -19.7% |
| 3M | -14.6% | +7.1% | -21.7% | -18.6% |
| 6M | -14.7% | +48.9% | -63.6% | -36.3% |
| YTD | +11.2% | +2.4% | +8.7% | +1.6% |
| 1Y | +7.1% | -8.1% | +15.2% | +5.5% |
| 3Y | +141.1% | +25.2% | +115.9% | +71.7% |
| All | +242.8% | +95.0% | +147.8% | +63.0% |
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