-2.2%
TT vs MSFU
-6.0%
+3.7%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.3% | +4.4% | -0.2% |
| 7D | +0.8% | +4.0% | -3.2% | +1.2% |
| 30D | -11.8% | -2.3% | -9.5% | -11.8% |
| 3M | -11.6% | +7.1% | -18.7% | -10.9% |
| 6M | -9.3% | +48.9% | -58.2% | -3.7% |
| YTD | +8.9% | +2.4% | +6.4% | +7.8% |
| 1Y | -2.2% | -8.1% | +5.9% | -2.1% |
| All | -2.2% | -6.0% | +3.7% | -2.1% |
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