+149.8%
RTX vs MSFU
+76.3%
+73.5%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.2% | +3.5% | -0.5% |
| 7D | -5.2% | -5.7% | +0.5% | -4.9% |
| 30D | -9.4% | +4.2% | -13.6% | -9.6% |
| 3M | +12.3% | +27.9% | -15.6% | +10.9% |
| 6M | -3.1% | +37.1% | -40.2% | -5.1% |
| YTD | +10.7% | -7.4% | +18.0% | +11.0% |
| 1Y | +28.4% | -19.6% | +48.0% | +30.1% |
| 3Y | +147.1% | +33.2% | +113.9% | +133.8% |
| All | +149.8% | +76.3% | +73.5% | +129.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling