+10.3%
SBUX vs MSFU
+21.3%
-11.1%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.1% | -0.8% |
| 7D | +1.0% | -2.8% | +3.7% | +1.3% |
| 30D | +14.1% | -5.3% | +19.5% | +14.6% |
| 3M | -1.4% | +7.2% | -8.6% | -2.4% |
| 6M | +1.6% | +51.0% | -49.4% | -4.3% |
| YTD | +28.7% | -1.2% | +29.9% | +27.1% |
| 1Y | +26.3% | -10.3% | +36.6% | +26.5% |
| 3Y | +10.3% | +22.2% | -11.9% | -2.1% |
| All | +10.3% | +21.3% | -11.1% | -2.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling