-34.2%
TEAM vs MSFU
+103.9%
-138.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.5% | -4.7% | -1.9% |
| 7D | -17.2% | +14.6% | -31.8% | -23.1% |
| 30D | -25.1% | +2.1% | -27.2% | -26.3% |
| 3M | +3.9% | +14.7% | -10.7% | -3.8% |
| 6M | +69.1% | +55.7% | +13.4% | +30.7% |
| YTD | -4.5% | +7.1% | -11.6% | -12.0% |
| 1Y | -1.9% | -0.5% | -1.4% | -7.0% |
| 3Y | -9.3% | +35.7% | -45.1% | -35.4% |
| All | -34.2% | +103.9% | -138.1% | -64.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling