+514.9%
SMCI vs MSFU
+70.7%
+444.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -2.9% |
| 7D | +5.2% | -2.3% | +7.6% | +6.2% |
| 30D | +23.7% | -6.3% | +30.0% | +26.6% |
| 3M | -4.2% | +40.0% | -44.2% | -23.2% |
| 6M | +21.7% | +30.1% | -8.4% | +0.8% |
| YTD | +33.0% | -10.3% | +43.3% | +33.2% |
| 1Y | -9.3% | -19.0% | +9.7% | -3.4% |
| 3Y | +38.7% | +25.8% | +12.9% | +10.8% |
| All | +514.9% | +70.7% | +444.2% | +352.2% |
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 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