+23.1%
SBUX vs MSFU
-18.4%
+41.6%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.2% | +2.9% | -1.1% |
| 7D | -3.1% | -5.7% | +2.6% | -3.0% |
| 30D | -0.9% | +4.2% | -5.1% | -1.0% |
| 3M | +11.6% | +27.9% | -16.3% | +10.0% |
| 6M | +8.8% | +37.1% | -28.3% | +5.4% |
| YTD | +26.3% | -7.4% | +33.7% | +22.0% |
| 1Y | +23.1% | -19.6% | +42.7% | +19.3% |
| All | +23.1% | -18.4% | +41.6% | +19.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling