+4,437.1%
SNDK vs MSFU
+12.8%
+4,424.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.1% | -4.6% | -3.7% |
| 7D | -6.1% | -1.8% | -4.3% | -5.8% |
| 30D | +21.5% | +0.5% | +21.0% | +20.7% |
| 3M | -13.2% | +51.9% | -65.0% | -22.2% |
| 6M | +149.2% | +35.0% | +114.3% | +126.7% |
| YTD | +588.1% | -9.0% | +597.1% | +622.4% |
| 1Y | +1,837.5% | -18.8% | +1,856.4% | +2,093.3% |
| All | +4,437.1% | +12.8% | +4,424.3% | +3,797.5% |
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