+501.7%
SPCX vs MSFU
+26.6%
+475.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +5.5% | +0.4% | +2.2% |
| 7D | +4.2% | +14.6% | -10.4% | -6.2% |
| 30D | -12.6% | +2.1% | -14.7% | -14.9% |
| 3M | +6.7% | +14.7% | -7.9% | -5.7% |
| 6M | +546.4% | +89.5% | +456.9% | +278.8% |
| YTD | +552.1% | +7.1% | +545.0% | +278.5% |
| 1Y | +453.2% | -0.5% | +453.7% | +220.9% |
| All | +501.7% | +26.6% | +475.1% | +245.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling