+663.6%
RCL vs MSFU
+88.0%
+575.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.3% |
| 7D | -1.2% | -2.8% | +1.6% | -0.7% |
| 30D | +17.8% | -5.3% | +23.2% | +18.8% |
| 3M | +4.9% | +7.2% | -2.3% | +2.8% |
| 6M | +23.7% | +51.0% | -27.3% | +10.3% |
| YTD | +17.8% | -1.2% | +19.1% | +14.2% |
| 1Y | +28.9% | -10.3% | +39.2% | +28.6% |
| 3Y | +241.9% | +22.2% | +219.7% | +183.2% |
| All | +663.6% | +88.0% | +575.6% | +458.9% |
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