+672.8%
RCL vs MSFU
+93.3%
+579.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.9% | +3.2% | +1.8% |
| 7D | +6.5% | +2.5% | +4.0% | +5.8% |
| 30D | +15.9% | -1.3% | +17.2% | +15.9% |
| 3M | +2.7% | +8.6% | -6.0% | +0.3% |
| 6M | +15.2% | +48.4% | -33.2% | +3.4% |
| YTD | +19.2% | +1.6% | +17.7% | +15.0% |
| 1Y | +31.6% | -5.8% | +37.4% | +29.6% |
| 3Y | +274.2% | +30.9% | +243.3% | +203.7% |
| All | +672.8% | +93.3% | +579.5% | +462.7% |
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