+26.4%
SHW vs MSFU
+31.7%
-5.4%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.2% | +4.6% | +0.8% |
| 7D | -3.2% | -5.7% | +2.5% | -2.8% |
| 30D | -9.5% | +4.2% | -13.7% | -9.9% |
| 3M | +11.5% | +27.9% | -16.4% | +8.7% |
| 6M | -3.5% | +37.1% | -40.7% | -7.1% |
| YTD | +3.7% | -7.4% | +11.1% | +4.1% |
| 1Y | -7.9% | -19.6% | +11.7% | -5.8% |
| All | +26.4% | +31.7% | -5.4% | +7.5% |
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