+62.1%
RIG vs MSFU
+71.2%
-9.1%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +1.0% |
| 7D | -4.2% | -6.9% | +2.8% | -2.9% |
| 30D | -0.7% | -5.1% | +4.4% | +0.1% |
| 3M | -4.0% | +44.6% | -48.6% | -11.8% |
| 6M | -6.3% | +32.8% | -39.1% | -13.1% |
| YTD | +39.7% | -10.1% | +49.8% | +40.4% |
| 1Y | +78.1% | -19.4% | +97.5% | +83.3% |
| 3Y | -29.5% | +26.2% | -55.6% | -40.3% |
| All | +62.1% | +71.2% | -9.1% | +33.0% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling