+141.2%
TRV vs MSFU
+70.7%
+70.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.4% |
| 7D | +0.2% | -2.3% | +2.5% | +0.3% |
| 30D | -2.3% | -6.3% | +3.9% | -2.1% |
| 3M | +22.7% | +40.0% | -17.3% | +20.6% |
| 6M | +21.9% | +30.1% | -8.2% | +19.8% |
| YTD | +27.5% | -10.3% | +37.8% | +28.5% |
| 1Y | +36.2% | -19.0% | +55.3% | +38.3% |
| 3Y | +140.6% | +25.8% | +114.8% | +129.0% |
| All | +141.2% | +70.7% | +70.5% | +122.0% |
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