+5.6%
SYY vs MSFU
-20.3%
+25.9%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.9% |
| 7D | +1.5% | -6.9% | +8.5% | +1.3% |
| 30D | -2.3% | -5.1% | +2.8% | -2.4% |
| 3M | +5.5% | +44.6% | -39.1% | +6.3% |
| 6M | -1.0% | +32.8% | -33.8% | -0.9% |
| YTD | +14.1% | -10.1% | +24.2% | +12.6% |
| 1Y | +5.6% | -19.4% | +24.9% | +3.3% |
| All | +5.6% | -20.3% | +25.9% | +3.3% |
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