+230.8%
RDW vs MSFU
+26.0%
+204.9%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.1% | -3.4% | -2.9% |
| 7D | +0.9% | -1.8% | +2.6% | +1.7% |
| 30D | -21.3% | +0.5% | -21.8% | -22.0% |
| 3M | -37.9% | +51.9% | -89.7% | -51.4% |
| 6M | +12.3% | +35.0% | -22.7% | -8.3% |
| YTD | +39.7% | -9.0% | +48.8% | +40.2% |
| 1Y | +25.7% | -18.8% | +44.5% | +33.9% |
| 3Y | +230.8% | +25.5% | +205.3% | +136.0% |
| All | +230.8% | +26.0% | +204.9% | +136.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling