-40.4%
QXO vs MSFU
+73.2%
-113.5%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -1.0% | +0.1% |
| 7D | -7.8% | -1.8% | -6.0% | -7.7% |
| 30D | -18.1% | +0.5% | -18.6% | -18.1% |
| 3M | -25.8% | +51.9% | -77.6% | -27.7% |
| 6M | -41.7% | +35.0% | -76.7% | -43.2% |
| YTD | -36.2% | -9.0% | -27.2% | -36.1% |
| 1Y | -42.1% | -18.8% | -23.3% | -41.5% |
| 3Y | -46.2% | +25.5% | -71.7% | -49.0% |
| All | -40.4% | +73.2% | -113.5% | -46.1% |
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