-15.8%
UNH vs MSFU
+95.0%
-110.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -4.3% | +6.2% | +2.0% |
| 7D | +0.2% | +4.0% | -3.9% | 0.0% |
| 30D | +6.8% | -2.3% | +9.1% | +6.8% |
| 3M | -0.3% | +7.1% | -7.4% | -0.6% |
| 6M | +7.9% | +48.9% | -41.0% | +5.8% |
| YTD | +25.1% | +2.4% | +22.7% | +23.5% |
| 1Y | +29.3% | -8.1% | +37.4% | +28.2% |
| 3Y | -20.3% | +25.2% | -45.5% | -24.6% |
| All | -15.8% | +95.0% | -110.9% | -24.6% |
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 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