+29.3%
V vs MSFU
-2.2%
+31.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +13.5% | -9.6% | +2.9% |
| 7D | +9.0% | +8.2% | +0.8% | +8.3% |
| 30D | +18.1% | +10.2% | +7.9% | +17.2% |
| 3M | +18.3% | +22.9% | -4.5% | +16.6% |
| 6M | +34.1% | +63.2% | -29.1% | +29.2% |
| YTD | +25.2% | +11.7% | +13.5% | +20.5% |
| 1Y | +29.3% | -3.5% | +32.8% | +25.1% |
| All | +29.3% | -2.2% | +31.5% | +25.1% |
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