+0.6%
SWKS vs MSFU
+32.6%
-32.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.9% | +3.1% | +1.5% |
| 7D | -6.2% | +2.5% | -8.6% | -6.7% |
| 30D | -1.5% | -1.3% | -0.2% | -1.6% |
| 3M | +23.0% | +8.6% | +14.3% | +20.4% |
| 6M | +27.6% | +48.4% | -20.8% | +16.1% |
| YTD | +32.3% | +1.6% | +30.8% | +30.7% |
| 1Y | +20.1% | -5.8% | +25.9% | +21.3% |
| 3Y | +0.6% | +30.9% | -30.3% | -14.8% |
| All | +0.6% | +32.6% | -32.0% | -14.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling