+156.8%
BITO vs MSFU
+24.6%
+132.3%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.6% | -1.4% |
| 7D | -5.8% | -6.9% | +1.1% | -4.1% |
| 30D | +21.1% | -5.1% | +26.3% | +22.5% |
| 3M | +23.5% | +44.6% | -21.1% | +10.0% |
| 6M | +8.3% | +32.8% | -24.5% | -2.4% |
| YTD | -13.9% | -10.1% | -3.8% | -13.6% |
| 1Y | -34.5% | -19.4% | -15.2% | -32.3% |
| All | +156.8% | +24.6% | +132.3% | +115.7% |
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