+87.3%
MSFU vs BBAI
+64.3%
+23.0%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -10.0% | +10.8% | +1.2% |
| 7D | -4.9% | -6.8% | +1.8% | -4.7% |
| 30D | -9.1% | -13.4% | +4.3% | -8.7% |
| 3M | +8.7% | -36.5% | +45.2% | +10.3% |
| 6M | +48.3% | -50.6% | +98.9% | +51.6% |
| YTD | -1.6% | -61.7% | +60.1% | +1.1% |
| 1Y | -13.6% | -71.1% | +57.5% | -10.8% |
| 3Y | +20.2% | +32.7% | -12.5% | +19.2% |
| All | +87.3% | +64.3% | +23.0% | +83.1% |
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