+52.5%
SOXX vs MSFU
-2.2%
+54.7%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +13.5% | -16.6% | -3.7% |
| 7D | -13.7% | +8.2% | -21.9% | -14.0% |
| 30D | -23.6% | +10.2% | -33.8% | -23.9% |
| 3M | -16.9% | +22.9% | -39.8% | -17.5% |
| 6M | -2.4% | +63.2% | -65.6% | -3.3% |
| YTD | +49.8% | +11.7% | +38.1% | +51.6% |
| 1Y | +52.5% | -3.5% | +56.0% | +61.6% |
| All | +52.5% | -2.2% | +54.7% | +61.6% |
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