+20.1%
W vs MSFU
-18.4%
+38.5%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -4.2% | +6.7% | +3.4% |
| 7D | -4.2% | -5.7% | +1.5% | -3.0% |
| 30D | -7.6% | +4.2% | -11.7% | -8.6% |
| 3M | +37.2% | +27.9% | +9.3% | +30.4% |
| 6M | +26.3% | +37.1% | -10.8% | +15.8% |
| YTD | -1.0% | -7.4% | +6.4% | -3.5% |
| 1Y | +20.1% | -19.6% | +39.7% | +32.3% |
| All | +20.1% | -18.4% | +38.5% | +32.3% |
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