+61.3%
USB vs MSFU
+112.7%
-51.3%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +13.5% | -11.6% | +0.4% |
| 7D | +2.4% | +8.2% | -5.8% | +1.4% |
| 30D | +6.6% | +10.2% | -3.6% | +5.2% |
| 3M | -4.1% | +22.9% | -27.0% | -6.7% |
| 6M | +12.5% | +63.2% | -50.7% | +4.6% |
| YTD | +17.6% | +11.7% | +5.9% | +14.5% |
| 1Y | +36.5% | -3.5% | +40.0% | +36.0% |
| 3Y | +95.4% | +46.4% | +49.0% | +72.4% |
| All | +61.3% | +112.7% | -51.3% | +29.0% |
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