+43.2%
TER vs MSFU
-2.2%
+45.4%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +13.5% | -20.3% | -6.5% |
| 7D | -19.9% | +8.2% | -28.0% | -19.6% |
| 30D | -43.5% | +10.2% | -53.7% | -43.3% |
| 3M | -37.8% | +22.9% | -60.7% | -37.2% |
| 6M | -25.6% | +63.2% | -88.8% | -23.5% |
| YTD | +29.8% | +11.7% | +18.1% | +34.6% |
| 1Y | +43.2% | -3.5% | +46.7% | +56.6% |
| All | +43.2% | -2.2% | +45.4% | +56.6% |
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 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