+10.5%
BA vs MSFU
+103.9%
-93.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.5% | -6.0% | -1.6% |
| 7D | -1.7% | +14.6% | -16.3% | -4.4% |
| 30D | -9.5% | +2.1% | -11.6% | -10.1% |
| 3M | -26.5% | +14.7% | -41.1% | -28.7% |
| 6M | -27.4% | +55.7% | -83.0% | -34.4% |
| YTD | -20.6% | +7.1% | -27.7% | -23.5% |
| 1Y | -11.4% | -0.5% | -10.9% | -13.3% |
| 3Y | -10.8% | +35.7% | -46.6% | -23.5% |
| All | +10.5% | +103.9% | -93.4% | -12.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling