+93.2%
XLI vs MSFU
+71.2%
+22.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.8% |
| 7D | -2.3% | -6.9% | +4.6% | -1.5% |
| 30D | -8.2% | -5.1% | -3.0% | -7.7% |
| 3M | +0.8% | +44.6% | -43.9% | -4.2% |
| 6M | +0.8% | +32.8% | -32.0% | -4.0% |
| YTD | +10.5% | -10.1% | +20.6% | +11.3% |
| 1Y | +14.1% | -19.4% | +33.5% | +16.9% |
| 3Y | +68.6% | +26.2% | +42.4% | +51.4% |
| All | +93.2% | +71.2% | +22.0% | +60.9% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling