+66.4%
RSP vs MSFU
+103.9%
-37.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +5.5% | -3.2% | +1.6% |
| 7D | +0.4% | +14.6% | -14.1% | -1.3% |
| 30D | +3.7% | +2.1% | +1.6% | +3.3% |
| 3M | +0.8% | +14.7% | -13.9% | -1.3% |
| 6M | +9.1% | +55.7% | -46.6% | +1.8% |
| YTD | +16.7% | +7.1% | +9.6% | +14.3% |
| 1Y | +19.7% | -0.5% | +20.2% | +18.6% |
| 3Y | +66.7% | +35.7% | +31.0% | +47.7% |
| All | +66.4% | +103.9% | -37.5% | +30.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling