-11.5%
BA vs MSFU
-1.7%
-9.8%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.5% | -6.0% | -1.2% |
| 7D | -1.7% | +14.6% | -16.3% | -3.3% |
| 30D | -9.5% | +2.1% | -11.6% | -9.8% |
| 3M | -26.5% | +14.7% | -41.1% | -27.8% |
| 6M | -27.4% | +55.7% | -83.0% | -31.0% |
| YTD | -20.6% | +7.1% | -27.7% | -20.9% |
| All | -11.5% | -1.7% | -9.8% | -7.6% |
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