+4,601.6%
SNDK vs MSFU
+11.5%
+4,590.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.3% | -4.4% | -4.1% |
| 7D | +8.8% | -6.9% | +15.8% | +10.4% |
| 30D | +33.2% | -5.1% | +38.3% | +34.0% |
| 3M | +3.0% | +44.6% | -41.6% | -6.6% |
| 6M | +173.5% | +32.8% | +140.7% | +149.8% |
| YTD | +613.0% | -10.1% | +623.1% | +650.4% |
| 1Y | +2,189.8% | -19.4% | +2,209.1% | +2,492.7% |
| All | +4,601.6% | +11.5% | +4,590.1% | +3,949.0% |
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