-25.1%
TEAM vs MSFU
+72.2%
-97.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.3% | -4.6% | -5.8% |
| 7D | -5.7% | -3.2% | -2.5% | -4.1% |
| 30D | +18.3% | -3.1% | +21.5% | +20.2% |
| 3M | +80.2% | +35.3% | +45.0% | +49.4% |
| 6M | +111.0% | +31.6% | +79.4% | +78.9% |
| YTD | +8.8% | -9.5% | +18.3% | +9.9% |
| 1Y | +2.2% | -18.4% | +20.6% | +6.9% |
| 3Y | -14.6% | +26.9% | -41.5% | -38.2% |
| All | -25.1% | +72.2% | -97.3% | -55.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling