+33.8%
SBUX vs MSFU
+87.3%
-53.5%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.2% | -2.5% |
| 7D | +1.0% | -4.9% | +6.0% | +1.7% |
| 30D | +16.6% | -9.1% | +25.7% | +17.8% |
| 3M | -0.6% | +8.7% | -9.3% | -2.0% |
| 6M | +1.8% | +48.3% | -46.5% | -5.3% |
| YTD | +29.7% | -1.6% | +31.3% | +27.5% |
| 1Y | +26.1% | -13.6% | +39.6% | +26.7% |
| 3Y | +10.3% | +20.2% | -10.0% | -2.0% |
| All | +33.8% | +87.3% | -53.5% | +3.3% |
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 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