-27.7%
SMR vs MSFU
+71.2%
-99.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.3% | -5.8% | -5.7% |
| 7D | +4.7% | -6.9% | +11.7% | +7.6% |
| 30D | +3.2% | -5.1% | +8.4% | +5.0% |
| 3M | +9.9% | +44.6% | -34.7% | -8.3% |
| 6M | -15.1% | +32.8% | -47.9% | -27.6% |
| YTD | -27.9% | -10.1% | -17.9% | -28.6% |
| 1Y | -70.2% | -19.4% | -50.9% | -68.9% |
| 3Y | +72.5% | +26.2% | +46.3% | +56.9% |
| All | -27.7% | +71.2% | -99.0% | -37.8% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling