+155.5%
SPMO vs MSFU
+88.0%
+67.5%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -2.0% | -1.6% |
| 7D | +6.3% | -2.8% | +9.1% | +6.8% |
| 30D | -8.9% | -5.3% | -3.6% | -8.2% |
| 3M | -13.2% | +7.2% | -20.5% | -14.7% |
| 6M | -9.3% | +51.0% | -60.3% | -17.4% |
| YTD | +11.6% | -1.2% | +12.8% | +9.9% |
| 1Y | +13.4% | -10.3% | +23.7% | +14.2% |
| 3Y | +122.9% | +22.2% | +100.7% | +101.9% |
| All | +155.5% | +88.0% | +67.5% | +117.5% |
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