+42.4%
TRV vs MSFU
-13.0%
+55.4%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | 0.0% |
| 7D | +2.0% | -2.8% | +4.8% | +2.0% |
| 30D | +6.7% | -5.3% | +12.0% | +6.6% |
| 3M | +9.4% | +7.2% | +2.1% | +9.7% |
| 6M | +37.7% | +51.0% | -13.3% | +39.9% |
| YTD | +40.6% | -1.2% | +41.8% | +41.6% |
| 1Y | +42.4% | -10.3% | +52.8% | +43.5% |
| All | +42.4% | -13.0% | +55.4% | +43.5% |
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