-57.9%
BSX vs MSFU
-13.3%
-44.6%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -2.9% | -2.1% |
| 7D | -1.0% | -4.9% | +3.9% | -0.7% |
| 30D | +2.1% | -9.1% | +11.1% | +2.5% |
| 3M | -14.0% | +8.7% | -22.7% | -14.6% |
| 6M | -18.3% | +48.3% | -66.6% | -20.8% |
| YTD | -53.6% | -1.6% | -52.0% | -54.1% |
| All | -57.9% | -13.3% | -44.6% | -58.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling