+12.4%
RBLX vs MSFU
+71.2%
-58.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.7% |
| 7D | +8.1% | -6.9% | +15.1% | +10.6% |
| 30D | +23.9% | -5.1% | +29.0% | +25.6% |
| 3M | +8.1% | +44.6% | -36.5% | -9.1% |
| 6M | -23.7% | +32.8% | -56.5% | -34.7% |
| YTD | -44.6% | -10.1% | -34.6% | -45.4% |
| 1Y | -66.2% | -19.4% | -46.8% | -65.0% |
| 3Y | +54.7% | +26.2% | +28.5% | +18.6% |
| All | +12.4% | +71.2% | -58.9% | -28.9% |
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