+894.4%
BE vs MSFU
+76.3%
+818.0%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -4.2% | +11.5% | +8.6% |
| 7D | +20.0% | -5.7% | +25.7% | +21.9% |
| 30D | +7.9% | +4.2% | +3.7% | +5.9% |
| 3M | -13.2% | +27.9% | -41.1% | -20.8% |
| 6M | +53.5% | +37.1% | +16.3% | +32.9% |
| YTD | +191.0% | -7.4% | +198.4% | +184.9% |
| 1Y | +360.5% | -19.6% | +380.1% | +375.9% |
| 3Y | +1,568.0% | +33.2% | +1,534.8% | +1,231.4% |
| All | +894.4% | +76.3% | +818.0% | +528.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling