+521.1%
RCL vs MSFU
+72.2%
+448.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.1% | +0.2% |
| 7D | -0.5% | -3.2% | +2.7% | +0.2% |
| 30D | -17.3% | -3.1% | -14.2% | -17.0% |
| 3M | -2.8% | +35.3% | -38.0% | -10.3% |
| 6M | -4.4% | +31.6% | -36.0% | -12.4% |
| YTD | -4.2% | -9.5% | +5.4% | -4.9% |
| 1Y | -23.4% | -18.4% | -5.0% | -22.2% |
| 3Y | +179.4% | +26.9% | +152.5% | +125.5% |
| All | +521.1% | +72.2% | +448.9% | +365.1% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling