-29.8%
SYK vs MSFU
-20.0%
-9.8%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.3% | -2.3% | -2.0% |
| 7D | -12.3% | -6.9% | -5.4% | -12.1% |
| 30D | -22.4% | -5.1% | -17.3% | -22.3% |
| 3M | -12.3% | +44.6% | -57.0% | -13.6% |
| 6M | -24.3% | +32.8% | -57.1% | -25.8% |
| YTD | -22.8% | -10.1% | -12.7% | -24.2% |
| All | -29.8% | -20.0% | -9.8% | -30.5% |
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