+46.7%
TDG vs MSFU
+19.9%
+26.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.8% | +6.3% | +2.1% |
| 7D | +2.3% | -12.7% | +15.0% | +3.7% |
| 30D | +11.2% | -9.0% | +20.2% | +12.0% |
| 3M | +0.2% | +2.9% | -2.7% | -0.5% |
| 6M | +3.9% | +43.5% | -39.7% | -1.4% |
| YTD | -6.4% | -2.4% | -4.0% | -6.7% |
| 1Y | -3.8% | -13.5% | +9.7% | -2.0% |
| All | +46.7% | +19.9% | +26.8% | +33.3% |
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 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