+49.5%
SLB vs MSFU
+103.9%
-54.4%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.5% | -4.5% | +0.5% |
| 7D | -3.7% | +14.6% | -18.3% | -4.7% |
| 30D | +2.9% | +2.1% | +0.8% | +2.7% |
| 3M | +0.2% | +14.7% | -14.4% | -1.0% |
| 6M | -4.4% | +55.7% | -60.1% | -8.3% |
| YTD | +33.4% | +7.1% | +26.3% | +32.7% |
| 1Y | +40.8% | -0.5% | +41.3% | +41.1% |
| 3Y | +3.2% | +35.7% | -32.6% | -5.2% |
| All | +49.5% | +103.9% | -54.4% | +33.3% |
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 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