+70.1%
SU vs MSFU
-18.4%
+88.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.2% | +2.8% | -1.5% |
| 7D | +2.9% | -5.7% | +8.6% | +2.7% |
| 30D | +7.2% | +4.2% | +3.0% | +7.4% |
| 3M | +2.8% | +27.9% | -25.1% | +3.5% |
| 6M | +18.2% | +37.1% | -18.9% | +20.3% |
| YTD | +54.0% | -7.4% | +61.3% | +53.3% |
| 1Y | +70.1% | -19.6% | +89.7% | +70.1% |
| All | +70.1% | -18.4% | +88.5% | +70.1% |
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