+72.3%
TEL vs MSFU
+70.7%
+1.6%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | 0.0% |
| 7D | +1.2% | -2.3% | +3.6% | +1.6% |
| 30D | -4.1% | -6.3% | +2.1% | -3.1% |
| 3M | -2.6% | +40.0% | -42.5% | -9.5% |
| 6M | 0.0% | +30.1% | -30.1% | -7.0% |
| YTD | -9.1% | -10.3% | +1.3% | -8.9% |
| 1Y | -0.8% | -19.0% | +18.2% | +1.5% |
| 3Y | +67.4% | +25.8% | +41.6% | +43.8% |
| All | +72.3% | +70.7% | +1.6% | +28.6% |
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