+144.2%
RTX vs MSFU
+103.9%
+40.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +5.5% | -1.9% | +3.4% |
| 7D | -3.2% | +14.6% | -17.8% | -3.7% |
| 30D | +5.6% | +2.1% | +3.4% | +5.4% |
| 3M | -11.7% | +14.7% | -26.3% | -12.3% |
| 6M | +12.3% | +55.7% | -43.3% | +9.7% |
| YTD | +8.2% | +7.1% | +1.1% | +7.8% |
| 1Y | +12.6% | -0.5% | +13.1% | +12.7% |
| 3Y | +152.8% | +35.7% | +117.1% | +140.5% |
| All | +144.2% | +103.9% | +40.3% | +122.8% |
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