-14.3%
MSFU vs BBAI
-64.1%
+49.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.9% | -3.9% | -4.5% |
| 7D | -12.7% | -10.2% | -2.5% | -9.6% |
| 30D | -9.0% | 0.0% | -9.0% | -9.5% |
| 3M | +2.9% | -30.9% | +33.9% | +15.2% |
| 6M | +43.5% | -46.8% | +90.3% | +70.8% |
| YTD | -2.4% | -57.4% | +55.0% | +17.8% |
| All | -14.3% | -64.1% | +49.8% | +4.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling