+11.6%
BND vs MSFU
+70.7%
-59.1%
-7.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | -0.2% |
| 7D | -0.1% | -2.3% | +2.2% | -0.1% |
| 30D | -0.2% | -6.3% | +6.0% | -0.2% |
| 3M | -0.7% | +40.0% | -40.6% | -1.1% |
| 6M | -1.7% | +30.1% | -31.8% | -2.1% |
| YTD | -0.5% | -10.3% | +9.8% | -0.5% |
| 1Y | +0.4% | -19.0% | +19.4% | +0.5% |
| 3Y | +13.1% | +25.8% | -12.7% | +11.5% |
| All | +11.6% | +70.7% | -59.1% | +8.2% |
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