-91.0%
SNDQ vs MSFU
+57.6%
-148.6%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +13.5% | +1.8% | +16.3% |
| 7D | +66.1% | +8.2% | +58.0% | +67.3% |
| 30D | +122.5% | +10.2% | +112.3% | +123.9% |
| 3M | +11.6% | +22.9% | -11.3% | +12.4% |
| 6M | -82.2% | +63.2% | -145.4% | -82.9% |
| All | -91.0% | +57.6% | -148.6% | -91.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling