+51.2%
SLB vs MSFU
+85.8%
-34.6%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.8% | +6.9% | +2.5% |
| 7D | -1.2% | -12.7% | +11.5% | -0.2% |
| 30D | +4.5% | -9.0% | +13.5% | +5.1% |
| 3M | -4.6% | +2.9% | -7.5% | -5.0% |
| 6M | -6.3% | +43.5% | -49.8% | -9.5% |
| YTD | +35.0% | -2.4% | +37.4% | +35.1% |
| 1Y | +38.8% | -13.5% | +52.3% | +41.1% |
| 3Y | +3.3% | +19.2% | -15.9% | -4.1% |
| All | +51.2% | +85.8% | -34.6% | +35.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling