-22.9%
SPOT vs MSFU
-18.4%
-4.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.2% | +1.0% | -2.6% |
| 7D | -0.9% | -5.7% | +4.8% | -0.2% |
| 30D | +12.5% | +4.2% | +8.3% | +11.9% |
| 3M | +9.9% | +27.9% | -18.0% | +5.2% |
| 6M | +1.6% | +37.1% | -35.6% | -5.7% |
| YTD | -6.6% | -7.4% | +0.8% | -9.9% |
| 1Y | -22.9% | -19.6% | -3.3% | -24.9% |
| All | -22.9% | -18.4% | -4.5% | -24.9% |
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