+147.3%
RTX vs MSFU
+72.2%
+75.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.3% | -0.9% |
| 7D | -3.1% | -3.2% | +0.1% | -3.0% |
| 30D | -10.6% | -3.1% | -7.4% | -10.5% |
| 3M | +11.6% | +35.3% | -23.6% | +9.9% |
| 6M | -4.5% | +31.6% | -36.1% | -6.3% |
| YTD | +9.6% | -9.5% | +19.1% | +10.0% |
| 1Y | +30.8% | -18.4% | +49.2% | +32.3% |
| 3Y | +152.8% | +26.9% | +125.9% | +140.1% |
| All | +147.3% | +72.2% | +75.1% | +127.4% |
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 2016-09-08 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling