+31.7%
U vs MSFU
+93.3%
-61.7%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.9% | +7.4% | +6.5% |
| 7D | +36.6% | +2.5% | +34.1% | +32.8% |
| 30D | +13.3% | -1.3% | +14.6% | +12.6% |
| 3M | +26.2% | +8.6% | +17.5% | +18.1% |
| 6M | +88.7% | +48.4% | +40.3% | +42.8% |
| YTD | +16.6% | +1.6% | +15.0% | +8.3% |
| 1Y | +29.0% | -5.8% | +34.7% | +24.8% |
| 3Y | +99.5% | +30.9% | +68.6% | +38.0% |
| All | +31.7% | +93.3% | -61.7% | -37.7% |
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