-17.1%
TMUS vs MSFU
-12.2%
-4.8%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.8% | +6.6% | +1.7% |
| 7D | +8.2% | -12.7% | +20.8% | +7.6% |
| 30D | +13.4% | -9.0% | +22.4% | +13.1% |
| 3M | -3.0% | +2.9% | -6.0% | -3.0% |
| 6M | -8.8% | +43.5% | -52.3% | -7.9% |
| YTD | -13.8% | -2.4% | -11.4% | -11.8% |
| 1Y | -17.1% | -13.5% | -3.6% | -13.5% |
| All | -17.1% | -12.2% | -4.8% | -13.5% |
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