+5.0%
XEL vs MSFU
-13.0%
+18.0%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.2% | +0.1% |
| 7D | +2.4% | -2.8% | +5.2% | +2.3% |
| 30D | +8.3% | -5.3% | +13.6% | +8.1% |
| 3M | +4.2% | +7.2% | -3.1% | +4.6% |
| 6M | +3.7% | +51.0% | -47.3% | +5.9% |
| YTD | +13.1% | -1.2% | +14.3% | +15.8% |
| 1Y | +5.0% | -10.3% | +15.3% | +8.7% |
| All | +5.0% | -13.0% | +18.0% | +8.7% |
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