+43.4%
XLK vs MSFU
-18.4%
+61.8%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.2% | +4.9% | +1.3% |
| 7D | +0.9% | -5.7% | +6.5% | +1.7% |
| 30D | +0.7% | +4.2% | -3.4% | 0.0% |
| 3M | -2.9% | +27.9% | -30.8% | -6.0% |
| 6M | +34.3% | +37.1% | -2.9% | +26.3% |
| YTD | +30.4% | -7.4% | +37.8% | +31.3% |
| 1Y | +43.4% | -19.6% | +63.0% | +50.9% |
| All | +43.4% | -18.4% | +61.8% | +50.9% |
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 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