+232.0%
BITO vs MSFU
+73.2%
+158.8%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.3% |
| 7D | -3.4% | -1.8% | -1.7% | -3.0% |
| 30D | +21.4% | +0.5% | +20.9% | +21.1% |
| 3M | +20.5% | +51.9% | -31.4% | +4.6% |
| 6M | +7.4% | +35.0% | -27.6% | -4.7% |
| YTD | -13.9% | -9.0% | -4.8% | -14.2% |
| 1Y | -35.1% | -18.8% | -16.3% | -33.2% |
| 3Y | +156.8% | +25.5% | +131.3% | +115.5% |
| All | +232.0% | +73.2% | +158.8% | +142.5% |
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 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