+3.2%
SLB vs MSFU
+32.9%
-29.7%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.2% | +4.3% | +0.4% |
| 7D | +0.8% | -5.7% | +6.5% | +1.2% |
| 30D | +15.8% | +4.2% | +11.7% | +15.5% |
| 3M | -0.3% | +27.9% | -28.3% | -1.7% |
| 6M | +21.3% | +37.1% | -15.8% | +18.4% |
| YTD | +52.3% | -7.4% | +59.7% | +54.3% |
| 1Y | +63.6% | -19.6% | +83.2% | +68.7% |
| All | +3.2% | +32.9% | -29.7% | -2.2% |
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