+15.0%
UNH vs MSFU
-20.3%
+35.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.2% |
| 7D | -3.2% | -6.9% | +3.8% | -3.0% |
| 30D | -3.5% | -5.1% | +1.7% | -3.4% |
| 3M | -4.2% | +44.6% | -48.8% | -5.8% |
| 6M | +38.3% | +32.8% | +5.5% | +34.8% |
| YTD | +19.2% | -10.1% | +29.3% | +15.1% |
| 1Y | +15.0% | -19.4% | +34.3% | +17.1% |
| All | +15.0% | -20.3% | +35.3% | +17.1% |
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