+36.2%
SWKS vs MSFU
-13.0%
+49.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.1% |
| 7D | +9.4% | -2.8% | +12.2% | +9.3% |
| 30D | +17.0% | -5.3% | +22.3% | +16.9% |
| 3M | +28.9% | +7.2% | +21.7% | +29.3% |
| 6M | +33.1% | +51.0% | -17.8% | +33.8% |
| YTD | +44.8% | -1.2% | +46.0% | +39.0% |
| 1Y | +36.2% | -10.3% | +46.5% | +31.5% |
| All | +36.2% | -13.0% | +49.2% | +31.5% |
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 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