+1,683.6%
BE vs MSFU
+34.7%
+1,648.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +5.5% | +6.5% | +10.4% |
| 7D | -1.2% | +14.6% | -15.8% | -4.7% |
| 30D | -30.9% | +2.1% | -33.0% | -31.1% |
| 3M | -11.6% | +14.7% | -26.3% | -14.8% |
| 6M | -25.7% | +55.7% | -81.4% | -35.2% |
| YTD | +123.1% | +7.1% | +116.0% | +112.4% |
| 1Y | +43.4% | -0.5% | +43.9% | +40.7% |
| 3Y | +1,683.6% | +35.7% | +1,647.9% | +1,528.7% |
| All | +1,683.6% | +34.7% | +1,648.9% | +1,528.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling