-2.7%
SMCI vs MSFU
-18.4%
+15.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -4.2% | +8.7% | +5.7% |
| 7D | +6.8% | -5.7% | +12.5% | +8.3% |
| 30D | +30.6% | +4.2% | +26.4% | +28.2% |
| 3M | -15.6% | +27.9% | -43.5% | -20.3% |
| 6M | +21.3% | +37.1% | -15.9% | +8.7% |
| YTD | +35.3% | -7.4% | +42.6% | +37.1% |
| 1Y | -2.7% | -19.6% | +16.9% | +11.4% |
| All | -2.7% | -18.4% | +15.7% | +11.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling