+199.8%
TER vs MSFU
-18.4%
+218.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -4.2% | +9.6% | +5.3% |
| 7D | +0.6% | -5.7% | +6.3% | +0.5% |
| 30D | -8.3% | +4.2% | -12.5% | -8.3% |
| 3M | -12.2% | +27.9% | -40.2% | -10.5% |
| 6M | +17.0% | +37.1% | -20.1% | +17.5% |
| YTD | +84.6% | -7.4% | +92.0% | +90.0% |
| 1Y | +199.8% | -19.6% | +219.4% | +217.7% |
| All | +199.8% | -18.4% | +218.2% | +217.7% |
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