+41.2%
SHOP vs MSFU
+52.8%
-11.6%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.9% | +5.4% | +4.0% |
| 7D | -5.4% | +2.5% | -7.9% | -5.9% |
| 30D | -10.3% | -1.3% | -9.0% | -9.9% |
| 3M | +1.0% | +8.6% | -7.7% | -0.4% |
| 6M | +41.2% | +48.4% | -7.2% | +39.1% |
| All | +41.2% | +52.8% | -11.6% | +39.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling