+696.0%
RCL vs MSFU
+103.9%
+592.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +5.5% | -2.5% | +1.9% |
| 7D | +5.0% | +14.6% | -9.6% | +1.9% |
| 30D | +19.4% | +2.1% | +17.3% | +18.5% |
| 3M | +5.9% | +14.7% | -8.7% | +2.3% |
| 6M | +23.8% | +55.7% | -31.9% | +10.0% |
| YTD | +22.8% | +7.1% | +15.7% | +17.2% |
| 1Y | +34.3% | -0.5% | +34.8% | +30.7% |
| 3Y | +276.4% | +35.7% | +240.7% | +204.0% |
| All | +696.0% | +103.9% | +592.1% | +473.2% |
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