+70.7%
MSFU vs BBAI
+124.6%
-53.9%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.2% | -0.8% |
| 7D | -2.3% | -4.1% | +1.7% | -2.2% |
| 30D | -6.3% | -12.4% | +6.1% | -5.9% |
| 3M | +40.0% | -29.1% | +69.0% | +41.4% |
| 6M | +30.1% | -32.6% | +62.7% | +31.6% |
| YTD | -10.3% | -47.6% | +37.3% | -8.8% |
| 1Y | -19.0% | -41.0% | +22.0% | -18.1% |
| 3Y | +25.8% | +67.5% | -41.7% | +23.5% |
| All | +70.7% | +124.6% | -53.9% | +65.2% |
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