-2.3%
TT vs MSFU
-1.7%
-0.6%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +5.5% | -0.8% | +5.0% |
| 7D | +1.7% | +14.6% | -12.8% | +2.8% |
| 30D | -11.8% | +2.1% | -13.9% | -11.6% |
| 3M | -12.6% | +14.7% | -27.3% | -11.4% |
| 6M | -9.4% | +55.7% | -65.0% | -3.5% |
| YTD | +8.8% | +7.1% | +1.7% | +8.0% |
| All | -2.3% | -1.7% | -0.6% | -1.9% |
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