+91.5%
SMH vs MSFU
-20.6%
+112.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.2% |
| 7D | +4.3% | -2.3% | +6.7% | +4.4% |
| 30D | +0.9% | -6.3% | +7.1% | +1.2% |
| 3M | -2.8% | +40.0% | -42.8% | -4.6% |
| 6M | +45.6% | +30.1% | +15.5% | +41.7% |
| YTD | +59.5% | -10.3% | +69.8% | +63.4% |
| All | +91.5% | -20.6% | +112.1% | +106.6% |
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