+37.9%
BAX vs MSFU
-13.1%
+51.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.8% | -3.1% | -2.4% |
| 7D | +0.4% | -4.9% | +5.3% | +0.9% |
| 30D | +3.4% | -9.1% | +12.5% | +4.3% |
| 3M | -4.5% | +8.7% | -13.1% | -5.5% |
| 6M | +44.0% | +48.3% | -4.3% | +35.8% |
| YTD | +34.9% | -1.6% | +36.5% | +21.7% |
| 1Y | +37.9% | -13.6% | +51.5% | +23.0% |
| All | +37.9% | -13.1% | +51.0% | +23.0% |
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