+15.1%
TEAM vs MSFU
-2.2%
+17.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +13.5% | -14.1% | -7.0% |
| 7D | -13.7% | +8.2% | -21.9% | -17.3% |
| 30D | -3.4% | +10.2% | -13.6% | -8.5% |
| 3M | +72.1% | +22.9% | +49.2% | +54.1% |
| 6M | +103.8% | +63.2% | +40.6% | +57.9% |
| YTD | +17.1% | +11.7% | +5.4% | +4.6% |
| 1Y | +15.1% | -3.5% | +18.6% | +4.0% |
| All | +15.1% | -2.2% | +17.3% | +4.0% |
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