+84.7%
TEL vs MSFU
+85.8%
-1.1%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.8% | +5.5% | +1.6% |
| 7D | -0.4% | -12.7% | +12.3% | +2.0% |
| 30D | +1.0% | -9.0% | +10.0% | +2.5% |
| 3M | +0.7% | +2.9% | -2.2% | -0.2% |
| 6M | +7.3% | +43.5% | -36.3% | -1.5% |
| YTD | -2.5% | -2.4% | -0.1% | -4.1% |
| 1Y | -10.3% | -13.5% | +3.2% | -8.9% |
| 3Y | +81.1% | +19.2% | +61.9% | +59.5% |
| All | +84.7% | +85.8% | -1.1% | +35.4% |
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 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