+271.3%
RDW vs MSFU
+73.2%
+198.2%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.1% | -3.4% | -2.8% |
| 7D | +0.9% | -1.8% | +2.6% | +1.6% |
| 30D | -21.3% | +0.5% | -21.8% | -22.0% |
| 3M | -37.9% | +51.9% | -89.7% | -51.1% |
| 6M | +12.3% | +35.0% | -22.7% | -7.8% |
| YTD | +39.7% | -9.0% | +48.8% | +39.0% |
| 1Y | +25.7% | -18.8% | +44.5% | +32.2% |
| 3Y | +230.8% | +25.5% | +205.3% | +160.4% |
| All | +271.3% | +73.2% | +198.2% | +159.7% |
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