-43.7%
TSCO vs MSFU
-19.1%
-24.5%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.1% | -2.7% | -1.6% |
| 7D | -5.7% | -1.8% | -3.9% | -5.6% |
| 30D | -8.8% | +0.5% | -9.2% | -8.8% |
| 3M | +6.3% | +51.9% | -45.5% | +4.3% |
| 6M | -32.3% | +35.0% | -67.2% | -33.0% |
| YTD | -32.7% | -9.0% | -23.7% | -30.8% |
| 1Y | -43.7% | -18.8% | -24.9% | -42.3% |
| All | -43.7% | -19.1% | -24.5% | -42.3% |
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