+374.9%
SMH vs MSFU
+95.0%
+279.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.3% | +3.6% | +0.6% |
| 7D | -6.7% | +4.0% | -10.8% | -8.2% |
| 30D | -19.8% | -2.3% | -17.5% | -19.4% |
| 3M | -15.1% | +7.1% | -22.2% | -17.7% |
| 6M | -14.6% | +48.9% | -63.5% | -28.4% |
| YTD | +34.3% | +2.4% | +31.8% | +27.8% |
| 1Y | +35.2% | -8.1% | +43.3% | +35.2% |
| 3Y | +211.7% | +25.2% | +186.5% | +149.9% |
| All | +374.9% | +95.0% | +279.9% | +191.1% |
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 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