+24.8%
SBUX vs MSFU
+70.7%
-46.0%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.8% |
| 7D | -6.3% | -2.3% | -3.9% | -6.0% |
| 30D | -3.9% | -6.3% | +2.4% | -3.1% |
| 3M | +3.3% | +40.0% | -36.7% | -2.4% |
| 6M | +1.4% | +30.1% | -28.7% | -4.2% |
| YTD | +21.0% | -10.3% | +31.3% | +20.7% |
| 1Y | +22.4% | -19.0% | +41.4% | +23.8% |
| 3Y | +13.2% | +25.8% | -12.6% | -1.0% |
| All | +24.8% | +70.7% | -46.0% | -2.2% |
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