-53.4%
SNAP vs MSFU
+85.8%
-139.2%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -4.8% | +11.6% | +8.8% |
| 7D | -9.8% | -12.7% | +2.9% | -4.3% |
| 30D | -18.2% | -9.0% | -9.2% | -15.0% |
| 3M | -3.1% | +2.9% | -6.0% | -4.6% |
| 6M | -7.1% | +43.5% | -50.7% | -23.3% |
| YTD | -33.8% | -2.4% | -31.4% | -36.2% |
| 1Y | -39.0% | -13.5% | -25.6% | -38.1% |
| 3Y | -52.8% | +19.2% | -72.0% | -62.6% |
| All | -53.4% | +85.8% | -139.2% | -71.7% |
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