+22.8%
TMUS vs MSFU
+88.0%
-65.2%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.6% |
| 7D | +4.9% | -2.8% | +7.7% | +5.0% |
| 30D | +7.7% | -5.3% | +13.0% | +7.8% |
| 3M | -6.8% | +7.2% | -14.0% | -7.2% |
| 6M | -9.7% | +51.0% | -60.7% | -11.3% |
| YTD | -15.0% | -1.2% | -13.7% | -14.6% |
| 1Y | -19.1% | -10.3% | -8.8% | -18.3% |
| 3Y | +21.4% | +22.2% | -0.8% | +16.4% |
| All | +22.8% | +88.0% | -65.2% | +13.0% |
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