-5.3%
SYK vs MSFU
-2.2%
-3.1%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +13.5% | -4.1% | +8.5% |
| 7D | +11.7% | +8.2% | +3.6% | +11.0% |
| 30D | +19.1% | +10.2% | +8.9% | +18.2% |
| 3M | +1.4% | +22.9% | -21.5% | +0.3% |
| 6M | +17.4% | +63.2% | -45.7% | +14.2% |
| YTD | -2.5% | +11.7% | -14.3% | -5.8% |
| 1Y | -5.3% | -3.5% | -1.8% | -9.4% |
| All | -5.3% | -2.2% | -3.1% | -9.4% |
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