+78.5%
TGT vs MSFU
-20.3%
+98.8%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.1% |
| 7D | -5.0% | -6.9% | +1.9% | -4.9% |
| 30D | +3.0% | -5.1% | +8.2% | +3.1% |
| 3M | +22.6% | +44.6% | -22.0% | +21.6% |
| 6M | +31.2% | +32.8% | -1.6% | +29.9% |
| YTD | +63.7% | -10.1% | +73.8% | +63.3% |
| 1Y | +78.5% | -19.4% | +97.9% | +85.5% |
| All | +78.5% | -20.3% | +98.8% | +85.5% |
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