+326.9%
BNY vs MSFU
+70.7%
+256.2%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | -0.1% |
| 7D | +0.3% | -2.3% | +2.6% | +0.6% |
| 30D | +1.9% | -6.3% | +8.2% | +2.7% |
| 3M | +13.9% | +40.0% | -26.1% | +8.0% |
| 6M | +42.3% | +30.1% | +12.2% | +35.2% |
| YTD | +41.8% | -10.3% | +52.2% | +41.5% |
| 1Y | +57.9% | -19.0% | +77.0% | +59.8% |
| 3Y | +290.7% | +25.8% | +264.9% | +249.2% |
| All | +326.9% | +70.7% | +256.2% | +244.6% |
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