-11.8%
UNH vs MSFU
+29.4%
-41.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.3% | +3.3% | +1.0% |
| 7D | +1.1% | -3.2% | +4.3% | +1.2% |
| 30D | -1.5% | -3.1% | +1.6% | -1.5% |
| 3M | -0.8% | +35.3% | -36.1% | -1.5% |
| 6M | +41.8% | +31.6% | +10.2% | +40.4% |
| YTD | +23.1% | -9.5% | +32.6% | +21.4% |
| 1Y | +28.5% | -18.4% | +46.9% | +27.1% |
| 3Y | -11.8% | +26.9% | -38.7% | -16.6% |
| All | -11.8% | +29.4% | -41.1% | -16.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling