+8.4%
BSX vs MSFU
+70.7%
-62.3%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.8% | +0.1% |
| 7D | -7.0% | -2.3% | -4.7% | -6.8% |
| 30D | -10.9% | -6.3% | -4.6% | -10.3% |
| 3M | -8.2% | +40.0% | -48.1% | -12.5% |
| 6M | -37.5% | +30.1% | -67.6% | -40.3% |
| YTD | -52.8% | -10.3% | -42.5% | -52.8% |
| 1Y | -58.4% | -19.0% | -39.4% | -57.8% |
| 3Y | -16.5% | +25.8% | -42.3% | -24.2% |
| All | +8.4% | +70.7% | -62.3% | -8.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling