-18.8%
RIG vs MSFU
+19.9%
-38.7%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -4.8% | +7.3% | +3.1% |
| 7D | -2.6% | -12.7% | +10.1% | -0.9% |
| 30D | -5.2% | -9.0% | +3.8% | -4.2% |
| 3M | -8.6% | +2.9% | -11.5% | -9.6% |
| 6M | -18.9% | +43.5% | -62.5% | -24.6% |
| YTD | +28.6% | -2.4% | +31.0% | +28.2% |
| 1Y | +25.5% | -13.5% | +39.0% | +29.0% |
| All | -18.8% | +19.9% | -38.7% | -28.1% |
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