-8.8%
SMCI vs MSFU
-19.1%
+10.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.1% | +6.1% | +7.0% |
| 7D | +1.3% | -1.8% | +3.1% | +1.8% |
| 30D | +6.6% | +0.5% | +6.1% | +6.2% |
| 3M | +25.4% | +51.9% | -26.4% | +7.8% |
| 6M | +26.1% | +35.0% | -8.8% | +13.5% |
| YTD | +37.0% | -9.0% | +46.0% | +39.7% |
| 1Y | -8.8% | -18.8% | +10.0% | +3.9% |
| All | -8.8% | -19.1% | +10.4% | +3.9% |
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