+55.3%
BE vs MSFU
-2.2%
+57.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +13.5% | -19.8% | -9.6% |
| 7D | -12.1% | +8.2% | -20.3% | -14.0% |
| 30D | -30.1% | +10.2% | -40.3% | -31.8% |
| 3M | -12.1% | +22.9% | -35.0% | -16.9% |
| 6M | -30.6% | +63.2% | -93.8% | -39.4% |
| YTD | +130.6% | +11.7% | +118.9% | +136.2% |
| 1Y | +55.3% | -3.5% | +58.8% | +93.7% |
| All | +55.3% | -2.2% | +57.5% | +93.7% |
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