+89.6%
XLE vs MSFU
+72.2%
+17.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.3% | +3.4% | +1.2% |
| 7D | 0.0% | -3.2% | +3.2% | +0.2% |
| 30D | +12.6% | -3.1% | +15.8% | +12.8% |
| 3M | +11.8% | +35.3% | -23.4% | +9.7% |
| 6M | +16.1% | +31.6% | -15.5% | +13.7% |
| YTD | +46.9% | -9.5% | +56.4% | +48.0% |
| 1Y | +53.3% | -18.4% | +71.7% | +55.8% |
| 3Y | +54.9% | +26.9% | +28.0% | +43.8% |
| All | +89.6% | +72.2% | +17.4% | +69.3% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling