+39.7%
RIG vs MSFU
-2.2%
+42.0%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +13.5% | -21.1% | -7.9% |
| 7D | -18.8% | +8.2% | -27.0% | -18.8% |
| 30D | -1.1% | +10.2% | -11.3% | -1.2% |
| 3M | +4.4% | +22.9% | -18.5% | +3.8% |
| 6M | -20.8% | +63.2% | -84.0% | -21.8% |
| YTD | +32.0% | +11.7% | +20.2% | +34.3% |
| 1Y | +39.7% | -3.5% | +43.2% | +51.3% |
| All | +39.7% | -2.2% | +42.0% | +51.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling