-64.7%
TE vs MSFU
+71.2%
-135.9%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.3% | -7.0% | -6.8% |
| 7D | +0.9% | -6.9% | +7.8% | +3.4% |
| 30D | -16.3% | -5.1% | -11.1% | -14.6% |
| 3M | -40.8% | +44.6% | -85.4% | -48.9% |
| 6M | -42.6% | +32.8% | -75.4% | -50.0% |
| YTD | -31.4% | -10.1% | -21.4% | -31.0% |
| 1Y | +144.9% | -19.4% | +164.3% | +158.5% |
| 3Y | -26.0% | +26.2% | -52.2% | -37.6% |
| All | -64.7% | +71.2% | -135.9% | -73.8% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling