-4.6%
BA vs MSFU
+32.9%
-37.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.2% | +5.0% | +1.5% |
| 7D | +1.2% | -5.7% | +6.9% | +2.1% |
| 30D | -11.6% | +4.2% | -15.8% | -12.4% |
| 3M | -2.4% | +27.9% | -30.3% | -7.0% |
| 6M | -6.6% | +37.1% | -43.7% | -13.1% |
| YTD | -2.2% | -7.4% | +5.1% | -2.4% |
| 1Y | -8.0% | -19.6% | +11.6% | -5.4% |
| All | -4.6% | +32.9% | -37.5% | -14.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling