+332.9%
SHOP vs MSFU
+72.2%
+260.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -2.3% | -5.3% | -6.5% |
| 7D | -4.1% | -3.2% | -0.9% | -2.7% |
| 30D | -11.5% | -3.1% | -8.4% | -10.2% |
| 3M | +21.1% | +35.3% | -14.2% | -0.2% |
| 6M | +3.0% | +31.6% | -28.6% | -14.4% |
| YTD | -16.7% | -9.5% | -7.2% | -17.3% |
| 1Y | -8.3% | -18.4% | +10.1% | -4.1% |
| 3Y | +112.8% | +26.9% | +85.9% | +56.7% |
| All | +332.9% | +72.2% | +260.6% | +168.1% |
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 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