+12.3%
QQQ vs MSFU
-2.2%
+14.5%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +13.5% | -12.5% | -0.4% |
| 7D | -4.6% | +8.2% | -12.8% | -5.5% |
| 30D | -8.5% | +10.2% | -18.7% | -9.5% |
| 3M | -4.3% | +22.9% | -27.2% | -6.5% |
| 6M | +3.1% | +63.2% | -60.1% | -2.0% |
| YTD | +13.0% | +11.7% | +1.3% | +10.4% |
| 1Y | +12.3% | -3.5% | +15.8% | +13.4% |
| All | +12.3% | -2.2% | +14.5% | +13.4% |
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 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