+212.8%
RDDT vs MSFU
-9.6%
+222.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.4% | +1.1% |
| 7D | +2.1% | -1.8% | +3.9% | +3.0% |
| 30D | +2.8% | +0.5% | +2.3% | +2.4% |
| 3M | -8.9% | +51.9% | -60.8% | -27.3% |
| 6M | +15.1% | +35.0% | -19.9% | -4.0% |
| YTD | -31.4% | -9.0% | -22.3% | -31.8% |
| 1Y | -39.4% | -18.8% | -20.6% | -36.4% |
| All | +212.8% | -9.6% | +222.3% | +150.5% |
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