+394.0%
SPOT vs MSFU
+70.7%
+323.3%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.8% |
| 7D | -6.5% | -2.3% | -4.2% | -5.9% |
| 30D | +2.2% | -6.3% | +8.4% | +4.0% |
| 3M | +5.4% | +40.0% | -34.6% | -7.0% |
| 6M | -4.0% | +30.1% | -34.1% | -14.9% |
| YTD | -9.9% | -10.3% | +0.4% | -10.2% |
| 1Y | -27.3% | -19.0% | -8.2% | -25.3% |
| 3Y | +236.4% | +25.8% | +210.6% | +162.8% |
| All | +394.0% | +70.7% | +323.3% | +217.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling