+77.1%
TXN vs MSFU
+70.7%
+6.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.2% |
| 7D | +2.7% | -2.3% | +5.0% | +2.9% |
| 30D | -6.7% | -6.3% | -0.5% | -6.0% |
| 3M | -8.9% | +40.0% | -48.9% | -14.1% |
| 6M | +34.7% | +30.1% | +4.6% | +26.2% |
| YTD | +53.3% | -10.3% | +63.6% | +55.6% |
| 1Y | +45.0% | -19.0% | +64.1% | +50.4% |
| 3Y | +73.1% | +25.8% | +47.3% | +45.1% |
| All | +77.1% | +70.7% | +6.4% | +31.2% |
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