+88.0%
MSFU vs BBAI
+51.6%
+36.4%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -7.7% | +8.1% | +0.7% |
| 7D | -2.8% | -14.0% | +11.2% | -2.3% |
| 30D | -5.3% | -12.4% | +7.1% | -4.9% |
| 3M | +7.2% | -42.8% | +50.1% | +9.2% |
| 6M | +51.0% | -54.6% | +105.6% | +54.8% |
| YTD | -1.2% | -64.6% | +63.4% | +1.7% |
| 1Y | -10.3% | -69.9% | +59.6% | -7.4% |
| 3Y | +22.2% | +7.3% | +14.9% | +21.6% |
| All | +88.0% | +51.6% | +36.4% | +84.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 10y: compounded portfolio wealth divided by compounded BBAI 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…
10y analysis · Full analysis span regression · 6 months rolling