-57.8%
BSX vs MSFU
-13.0%
-44.8%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.3% |
| 7D | +3.7% | -2.8% | +6.5% | +3.9% |
| 30D | +3.1% | -5.3% | +8.4% | +3.4% |
| 3M | -14.2% | +7.2% | -21.5% | -14.7% |
| 6M | -16.4% | +51.0% | -67.4% | -19.0% |
| YTD | -53.5% | -1.2% | -52.3% | -54.0% |
| 1Y | -57.8% | -10.3% | -47.4% | -58.4% |
| All | -57.8% | -13.0% | -44.8% | -58.4% |
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