-18.0%
UNH vs MSFU
+76.3%
-94.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.2% | +3.2% | -0.8% |
| 7D | +1.1% | -5.7% | +6.8% | +1.3% |
| 30D | -3.8% | +4.2% | -8.0% | -3.9% |
| 3M | +0.7% | +27.9% | -27.2% | -0.5% |
| 6M | +37.9% | +37.1% | +0.7% | +35.4% |
| YTD | +21.9% | -7.4% | +29.3% | +20.8% |
| 1Y | +31.4% | -19.6% | +51.0% | +31.0% |
| 3Y | -11.4% | +33.2% | -44.6% | -17.4% |
| All | -18.0% | +76.3% | -94.3% | -26.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling