+990.1%
BE vs MSFU
+72.2%
+917.9%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -2.3% | +11.9% | +10.3% |
| 7D | +29.8% | -3.2% | +32.9% | +30.8% |
| 30D | +26.4% | -3.1% | +29.5% | +26.8% |
| 3M | +9.3% | +35.3% | -25.9% | -2.2% |
| 6M | +105.1% | +31.6% | +73.5% | +79.7% |
| YTD | +219.0% | -9.5% | +228.6% | +214.2% |
| 1Y | +418.8% | -18.4% | +437.2% | +433.3% |
| 3Y | +1,784.6% | +26.9% | +1,757.6% | +1,431.8% |
| All | +990.1% | +72.2% | +917.9% | +593.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling