+360.5%
BE vs MSFU
-18.4%
+378.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -4.2% | +11.5% | +8.3% |
| 7D | +20.0% | -5.7% | +25.7% | +21.5% |
| 30D | +7.9% | +4.2% | +3.7% | +6.2% |
| 3M | -13.2% | +27.9% | -41.1% | -17.9% |
| 6M | +53.5% | +37.1% | +16.3% | +34.6% |
| YTD | +191.0% | -7.4% | +198.4% | +207.9% |
| 1Y | +360.5% | -19.6% | +380.1% | +444.7% |
| All | +360.5% | -18.4% | +378.9% | +444.7% |
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