+96.2%
SMH vs MSFU
-18.4%
+114.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -4.2% | +6.8% | +2.9% |
| 7D | +2.5% | -5.7% | +8.2% | +2.9% |
| 30D | -0.5% | +4.2% | -4.6% | -0.9% |
| 3M | -9.6% | +27.9% | -37.6% | -10.2% |
| 6M | +42.1% | +37.1% | +5.0% | +37.7% |
| YTD | +57.4% | -7.4% | +64.8% | +60.7% |
| 1Y | +96.2% | -19.6% | +115.8% | +112.0% |
| All | +96.2% | -18.4% | +114.7% | +112.0% |
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