-37.9%
ROL vs MSFU
-18.4%
-19.5%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.3% | -0.2% | -2.5% |
| 7D | -3.4% | -3.2% | -0.3% | -3.4% |
| 30D | -6.9% | -3.1% | -3.8% | -6.9% |
| 3M | -24.6% | +35.3% | -59.9% | -25.3% |
| 6M | -39.5% | +31.6% | -71.1% | -40.4% |
| YTD | -41.1% | -9.5% | -31.6% | -43.2% |
| 1Y | -37.9% | -18.4% | -19.5% | -43.0% |
| All | -37.9% | -18.4% | -19.5% | -43.0% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling