+378.0%
SMH vs MSFU
+88.0%
+290.0%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.4% | -3.4% | -3.1% |
| 7D | +4.9% | -2.8% | +7.7% | +5.7% |
| 30D | -13.8% | -5.3% | -8.5% | -12.6% |
| 3M | -17.4% | +7.2% | -24.6% | -20.0% |
| 6M | -15.0% | +51.0% | -66.0% | -29.4% |
| YTD | +35.2% | -1.2% | +36.4% | +30.0% |
| 1Y | +41.6% | -10.3% | +51.9% | +42.2% |
| 3Y | +215.6% | +22.2% | +193.4% | +154.0% |
| All | +378.0% | +88.0% | +290.0% | +196.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling