+289.7%
BNY vs MSFU
+24.6%
+265.1%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | 0.0% |
| 7D | -1.1% | -6.9% | +5.9% | -0.3% |
| 30D | +1.4% | -5.1% | +6.5% | +1.9% |
| 3M | +16.8% | +44.6% | -27.8% | +11.1% |
| 6M | +42.0% | +32.8% | +9.2% | +35.5% |
| YTD | +41.9% | -10.1% | +52.0% | +41.8% |
| 1Y | +59.2% | -19.4% | +78.6% | +61.4% |
| All | +289.7% | +24.6% | +265.1% | +248.2% |
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 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