+76.2%
RIG vs MSFU
-20.6%
+96.8%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.8% |
| 7D | -8.2% | -2.3% | -5.9% | -8.1% |
| 30D | -0.2% | -6.3% | +6.1% | +0.1% |
| 3M | -2.7% | +40.0% | -42.7% | -4.1% |
| 6M | -7.5% | +30.1% | -37.6% | -7.6% |
| YTD | +38.3% | -10.3% | +48.6% | +41.0% |
| All | +76.2% | -20.6% | +96.8% | +84.4% |
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